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| Provider | Service type | Compensation |
|---|---|---|
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $291,442 |
MAIRS & POWER, INC.5+ years Service code 27 · EIN 41-0844499 | Advisory (Plan) | $243,003 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $201,736 |
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $166,432 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $103,325 |
GREAT LAKES ADVISORS, LLC5+ years Service code 28 · EIN 80-0292839 | Investment Management | $91,045 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $87,573 |
BAC CAPITAL ADVISORS, LLC4 years Filed as: BAC SERVICE CORP Service code 13 · EIN 81-1520819 | Contract Administrator | $84,956 |
UNION BANK & TRUST COMPANY5+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $81,162 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $80,000 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.30% | 12.20%+4.1pp | 10.56%+5.7pp | 21.83%-5.5pp |
| Employer contribution / active EE | $12,039 | $12,801-5.9% | $30,199-60.1% | $12,237-1.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |