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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $138,637 |
WILSON-MCSHANE CORPORATION8 years Service code 10 · EIN 41-0956552 | Accounting | $120,000 |
UNION BANK & TRUST COMPANY8 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $112,359 |
THE MCKEOGH COMPANY8 years Service code 11 · EIN 23-3003375 | Actuarial | $105,000 |
MAIRS & POWER, INC.8 years Service code 28 · EIN 41-0844499 | Investment Management | $92,608 |
MANNING & NAPIER5 years Service code 28 · EIN 45-3328488 | Investment Management | $88,461 |
WHITESTAR ADVISORS, LLC1 year Service code 28 · EIN 03-0496641 | Investment Management | $82,910 |
Service code 28 · EIN 84-3937993 | Investment Management | $80,754 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $79,086 |
Service code 29 · EIN 34-4439491 | Legal | $68,656 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.56% | 11.08%-0.5pp | 8.10%+2.5pp | 8.76%+1.8pp |
| Employer contribution / active EE | $15,498 | $13,910+11.4% | $28,649-45.9% | $16,664-7.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |