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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIT INVESTMENT ASSOCIATES, INC. Service code 28 · EIN 41-1404829 | Investment Management | $85,930 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $40,438 |
Service code 10 · EIN 41-0956552 | Accounting | $38,769 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $37,108 |
MAIRS & POWER, INC.1 year Service code 28 · EIN 41-0844499 | Investment Management | $36,497 |
Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $33,136 |
Service code 28 · EIN 22-3361201 | Investment Management | $32,048 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $30,099 |
DEARBORN PARTNERS1 year Service code 28 · EIN 36-4145621 | Investment Management | $27,229 |
THE MCKEOGH COMPANY1 year Service code 11 · EIN 23-3003375 | Actuarial | $23,484 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 5.71% | 12.33%-6.6pp | 8.32%-2.6pp | 17.84%-12.1pp |
| Employer contribution / active EE | $4,503 | $11,641-61.3% | $30,793-85.4% | $14,688-69.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |