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 | $222,367 |
MAIRS & POWER, INC.3 years Filed as: MAIRS AND POWER Service code 51 · EIN 41-0844499 | Investment Mgmt Fees | $85,628 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $77,584 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT AND HAMILL LLC Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $28,133 |
STANDARD VALUATIONS3 years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 | Advisory (Plan) | $27,500 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $23,500 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $10,090 |
BRYAN CAVE LLP3 years Filed as: BRYAN CAVE Service code 29 · EIN 43-0602162 | Legal | $4,194 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $268,676-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 9.9%-9.9pp |
| Annual return | -15.43% | -13.96%-1.5pp | -10.68%-4.8pp | -5.25%-10.2pp |
| Employer contribution / active EE | $0 | $9,887-100.0% | $48,995-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $360-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,366-100.0% | $3,859-100.0% |