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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $225,989 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $44,567 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ABS CAPITAL MANAGEMENT Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $31,013 |
MAIRS & POWER, INC.1+ years Filed as: MAIRS & POWER Service code 51 · EIN 41-0844499 | Investment Mgmt Fees | $26,163 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC Service code 27 790 SOUTH CLEVELAND AVE · SAINT PAUL, MN 55116 | Advisory (Plan) | $25,500 |
STEWART CAPITAL ADVISORS LLC1+ years Filed as: STEWART CAPITAL ADVISORS Service code 51 · EIN 20-2246877 | Investment Mgmt Fees | $23,688 |
EKS&H LLLP1+ years Service code 10 · EIN 46-1497033 | Accounting | $21,715 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $16,215 |
WHITE PINE CAPITAL1+ years Service code 51 · EIN 41-1933144 | Investment Mgmt Fees | $13,552 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -2.59% | -1.76%-0.8pp | -2.13%-0.5pp | 2.81%-5.4pp |
| Employer contribution / active EE | $1,563 | $19,174-91.9% | $34,127-95.4% | $16,358-90.4% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |