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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 83-1544721 | Contract Administrator | $84,365 |
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 45-3328488 | Investment Management | $54,715 |
MAIRS & POWER, INC.6+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $40,396 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $31,895 |
STANDARD VALUATIONS6+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $31,325 |
COWDEN ASSOCIATES, INC.6+ years Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $30,483 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $22,111 |
MCELHANEY & ASSOCIATES, LLC4 years Service code 10 · EIN 38-3806684 | Accounting | $19,775 |
Service code 28 · EIN 80-0292839 | Investment Management | $17,883 |
JOHN F. DASCOLI, PLLC6+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $5,805 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 14.30% | 9.58%+4.7pp | 9.52%+4.8pp | 11.45%+2.8pp |
| Employer contribution / active EE | $7,527 | $21,155-64.4% | $41,951-82.1% | $17,219-56.3% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |