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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 22-3361201 | Investment Management | $131,237 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $126,593 |
WILSON-MCSHANE CORPORATION3 years Service code 10 · EIN 41-0956552 | Accounting | $119,182 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $113,995 |
MAIRS & POWER, INC.3 years Service code 28 · EIN 41-0844499 | Investment Management | $105,822 |
THE MCKEOGH COMPANY3 years Service code 11 · EIN 23-3003375 | Actuarial | $103,923 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $102,478 |
LSV ASSET MANAGEMENT3 years Service code 28 · EIN 23-2772200 | Investment Management | $89,899 |
UNION BANK & TRUST COMPANY3 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $88,290 |
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $57,567 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.03% | 12.20%+5.8pp | 10.56%+7.5pp | 21.83%-3.8pp |
| Employer contribution / active EE | $13,412 | $12,801+4.8% | $30,199-55.6% | $12,237+9.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |