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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 22-3361201 | Investment Management | $178,855 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $165,509 |
MAIRS & POWER, INC.5 years Service code 28 · EIN 41-0844499 | Investment Management | $127,078 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $112,721 |
WILSON-MCSHANE CORPORATION5 years Service code 10 · EIN 41-0956552 | Accounting | $110,448 |
UNION BANK & TRUST COMPANY5 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $96,836 |
THE MCKEOGH COMPANY5 years Service code 11 · EIN 23-3003375 | Actuarial | $96,000 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $95,778 |
WHITESTAR ADVISORS, LLC3 years Filed as: WHITESTAR Service code 28 · EIN 03-0496641 | Investment Management | $92,013 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $78,087 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 16.55% | 24.46%-7.9pp | 11.08%+5.5pp | 13.24%+3.3pp |
| Employer contribution / active EE | $14,169 | $11,981+18.3% | $28,418-50.1% | $14,616-3.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |