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| Provider | Service type | Compensation |
|---|---|---|
MAIRS & POWER, INC.8+ years Service code 27 · EIN 41-0844499 | Advisory (Plan) | $283,841 |
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $274,248 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $206,276 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $199,990 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $98,293 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $87,500 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $85,086 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $81,741 |
BAC CAPITAL ADVISORS, LLC7 years Filed as: BAC SERVICE CORP Service code 13 · EIN 81-1520819 | Contract Administrator | $68,369 |
UNION BANK & TRUST COMPANY8+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $55,685 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.28% | -7.95%-4.3pp | -5.85%-6.4pp | 23.41%-35.7pp |
| Employer contribution / active EE | $12,860 | $13,972-8.0% | $31,839-59.6% | $12,650+1.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |