Filed October 5, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $207,026 |
MAIRS & POWER, INC.4 years Filed as: MAIRS AND POWER Service code 51 · EIN 41-0844499 | Investment Mgmt Fees | $87,162 |
AON CONSULTING4 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $73,432 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $30,000 |
STANDARD VALUATIONS4 years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 | Advisory (Plan) | $30,000 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT AND HAMILL LLC Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $27,836 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $20,967 |
BRYAN CAVE LLP4 years Filed as: BRYAN CAVE Service code 29 · EIN 43-0602162 | Legal | $12,087 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $331,632-100.0% | $331,632-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | -92.78% | 10.23%-103.0pp | 10.60%-103.4pp | 24.44%-117.2pp |
| Employer contribution / active EE | $0 | $49,083-100.0% | $43,831-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |