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 | $235,015 |
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $91,225 |
MAIRS & POWER, INC.2 years Filed as: MAIRS AND POWER Service code 51 · EIN 41-0844499 | Investment Mgmt Fees | $84,783 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $26,800 |
STANDARD VALUATIONS2 years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 | Advisory (Plan) | $25,000 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT AND HAMILL LLC Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $22,545 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $20,835 |
BRYAN CAVE LLP2 years Filed as: BRYAN CAVE Service code 29 · EIN 43-0602162 | Legal | $683 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $397,815-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 8.4%-8.4pp |
| Annual return | 14.57% | 9.66%+4.9pp | 9.74%+4.8pp | 18.35%-3.8pp |
| Employer contribution / active EE | $15,556 | $13,864+12.2% | $39,474-60.6% | $14,669+6.0% |
| Participant deferral / active EE | $0 | $0 | $135-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $10,161-100.0% | $9,141-100.0% |