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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.6+ years Service code 27 · EIN 41-0844499 | Advisory (Plan) | $210,807 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $205,839 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $155,700 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $83,429 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $80,000 |
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $75,021 |
BAC CAPITAL ADVISORS, LLC5 years Filed as: BAC SERVICE CORP Service code 13 · EIN 81-1520819 | Contract Administrator | $69,781 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $68,822 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $64,615 |
WHITESTAR ADVISORS, LLC6+ years Filed as: WHITE STAR ADVISORS Service code 28 · EIN 03-0496641 | Investment Management | $56,277 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.99% | 6.82%+0.2pp | 8.01%-1.0pp | 12.86%-5.9pp |
| Employer contribution / active EE | $12,219 | $12,695-3.8% | $29,476-58.5% | $13,687-10.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |