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| Provider | Service type | Compensation |
|---|---|---|
H.I.G. CAPITAL, LLC1 year Service code 28 · EIN 65-0863927 | Investment Management | $289,057 |
ULLICO9+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $274,766 |
MAIRS & POWER, INC.9+ years Service code 27 · EIN 41-0844499 | Advisory (Plan) | $258,056 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $207,539 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $137,899 |
BAC CAPITAL ADVISORS, LLC8 years Filed as: BAC SERVICE CORP Service code 13 · EIN 81-1520819 | Contract Administrator | $95,199 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $71,601 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $69,688 |
UNION BANK & TRUST COMPANY9+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $67,661 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 12.09% | 7.95%+4.1pp | 20.18%-8.1pp | 9.11%+3.0pp |
| Employer contribution / active EE | $14,634 | $14,684-0.3% | $29,108-49.7% | $12,231+19.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |