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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY2 years Service code 11 · EIN 23-3003375 | Actuarial | $233,697 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $134,502 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $112,241 |
WILSON-MCSHANE CORPORATION2 years Service code 10 · EIN 41-0956552 | Accounting | $112,131 |
MAIRS & POWER, INC.2 years Service code 28 · EIN 41-0844499 | Investment Management | $101,970 |
Service code 28 · EIN 22-3361201 | Investment Management | $99,518 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $93,900 |
UNION BANK & TRUST COMPANY2 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $90,375 |
DEARBORN PARTNERS2 years Service code 28 · EIN 36-4145621 | Investment Management | $62,692 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $61,432 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.99% | 2.02%-6.0pp | -752.26%+748.3pp | 33.37%-37.4pp |
| Employer contribution / active EE | $11,744 | $12,422-5.5% | $31,802-63.1% | $11,253+4.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |