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 | $201,965 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $85,437 |
MAIRS & POWER, INC.1 year Filed as: MAIRS AND POWER Service code 51 · EIN 41-0844499 | Investment Mgmt Fees | $62,881 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC Service code 27 790 SOUTH CLEVELAND AVE · SAINT PAUL, MN 55116 | Advisory (Plan) | $25,000 |
WHITE PINE CAPITAL6+ years Service code 51 · EIN 41-1933144 | Investment Mgmt Fees | $22,627 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $20,700 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $19,366 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE Service code 29 · EIN 43-0602162 | Legal | $9,494 |
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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 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 8.70% | 9.42%-0.7pp | 10.03%-1.3pp | 9.29%-0.6pp |
| Employer contribution / active EE | $44,000 | $18,905+132.7% | $38,789+13.4% | $15,168+190.1% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |