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 | $226,123 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $51,889 |
MAIRS & POWER, INC.2+ years Filed as: MAIRS & POWER Service code 51 · EIN 41-0844499 | Investment Mgmt Fees | $37,679 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ABS CAPITAL MANAGEMENT Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $32,032 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC Service code 27 790 SOUTH CLEVELAND AVE · SAINT PAUL, MN 55116 | Advisory (Plan) | $25,000 |
EKS&H LLLP2+ years Service code 10 · EIN 46-1497033 | Accounting | $20,177 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $16,501 |
WHITE PINE CAPITAL2+ years Service code 51 · EIN 41-1933144 | Investment Mgmt Fees | $14,080 |
STEWART CAPITAL ADVISORS LLC2+ years Filed as: STEWART CAPITAL ADVISORS Service code 51 · EIN 20-2246877 | Investment Mgmt Fees | $13,196 |
BRYAN CAVE LLP1 year Service code 29 · EIN 43-0602162 | Legal | $5,407 |
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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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 8.13% | 5.86%+2.3pp | 3.99%+4.1pp | 4.56%+3.6pp |
| Employer contribution / active EE | $7,865 | $18,820-58.2% | $38,279-79.5% | $15,526-49.3% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |