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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCGRANN, SHEA, CARNIVAL, STRAUGHN Service code 29 · EIN 41-1654544 800 NICOLLET MALL 2600 · MINNEAPOLIS, MN 55402 | Legal | $296,956 |
SIT INVESTMENT ASSOCIATES1+ years Service code 28 · EIN 41-1404829 3300 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $128,022 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 ONE SOUTH WACKER DR 2700 · CHICAGO, IL 60606 | Investment Management | $96,623 |
MAIRS & POWER, INC.1+ years Filed as: MAIRS AND POWERS, INC Service code 27 · EIN 41-0844499 332 MINNESOTA ST · ST. PAUL, MN 55101 | Advisory (Plan) | $91,645 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Investment Management | $72,955 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 3001 METRO DRIVE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $58,800 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $57,901 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVE SE · MINNEAPOLIS, MN 554141074 | Securities Custodian | $44,098 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $29,000 |
Service code 10 · EIN 41-0738189 170 SEVENTH PLACE EAST · ST. PAUL, MN 55101 | Accounting | $23,600 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,849-100.0% | $55,343-100.0% | $14,849-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 100.0%-100.0pp | 73.1%-73.1pp |
| Annual return | 8.86% | 4.15%+4.7pp | 4.25%+4.6pp | 4.15%+4.7pp |
| Employer contribution / active EE | $13,201 | $6,717+96.5% | $8,602+53.5% | $6,717+96.5% |
| Participant deferral / active EE | $0 | $1,059-100.0% | $0 | $1,059-100.0% |
| Admin fee / account holder | $0 | $0 | $2,465-100.0% | - |