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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $193,418 |
Service code 28 · EIN 22-3361201 | Investment Management | $154,316 |
THE MCKEOGH COMPANY4 years Service code 11 · EIN 23-3003375 | Actuarial | $132,563 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $129,432 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $114,599 |
WILSON-MCSHANE CORPORATION4 years Service code 10 · EIN 41-0956552 | Accounting | $108,778 |
MAIRS & POWER, INC.4 years Service code 28 · EIN 41-0844499 | Investment Management | $104,477 |
WHITESTAR ADVISORS, LLC2 years Filed as: WHITESTAR Service code 28 · EIN 03-0496641 | Investment Management | $88,853 |
UNION BANK & TRUST COMPANY4 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $80,118 |
STANDARD VALUATIONS5+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $57,900 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 9.49% | 6.41%+3.1pp | 8.01%+1.5pp | 11.45%-2.0pp |
| Employer contribution / active EE | $13,397 | $11,592+15.6% | $29,476-54.6% | $17,219-22.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |