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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $346,699 |
MAIRS & POWER, INC.4+ years Service code 27 · EIN 41-0844499 | Advisory (Plan) | $268,661 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $193,469 |
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $163,000 |
Filed as: TS&W INVESTMENT MANAGEMENT Service code 28 · EIN 54-0854396 | Investment Management | $85,310 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $80,841 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $80,000 |
GREAT LAKES ADVISORS, LLC4+ years Service code 28 · EIN 80-0292839 | Investment Management | $79,231 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $75,788 |
LEONARD, O'BRIEN, SPENCER, GALE4+ years Filed as: LEONARD O'BRIEN SPENCER GALE Service code 29 · EIN 41-0956652 | Legal | $67,386 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -2.90% | 2.02%-4.9pp | -752.26%+749.4pp | 33.37%-36.3pp |
| Employer contribution / active EE | $11,630 | $12,422-6.4% | $31,802-63.4% | $11,253+3.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |