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 | $207,590 |
MAIRS & POWER, INC.5+ years Filed as: MAIRS & POWER Service code 51 · EIN 41-0844499 | Investment Mgmt Fees | $55,412 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $47,415 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $38,862 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ABS CAPITAL MANAGEMENT Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $26,673 |
STANDARD VALUATIONS5+ years Filed as: STANDARD VALUATIONS, INC Service code 27 790 SOUTH CLEVELAND AVE · SAINT PAUL, MN 55116 | Advisory (Plan) | $25,000 |
WHITE PINE CAPITAL5+ years Service code 51 · EIN 41-1933144 | Investment Mgmt Fees | $19,253 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $18,786 |
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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 | $317,036-100.0% | $248,520-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 13.0%-13.0pp |
| Annual return | 15.55% | 13.77%+1.8pp | 239.57%-224.0pp | 13.59%+2.0pp |
| Employer contribution / active EE | $54,545 | $20,011+172.6% | $43,837+24.4% | $14,592+273.8% |
| Participant deferral / active EE | $0 | $165-100.0% | $575-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $36,083-100.0% | $29,657-100.0% |