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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 22-3361201 | Investment Management | $136,159 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $121,884 |
WILSON-MCSHANE CORPORATION6 years Service code 10 · EIN 41-0956552 | Accounting | $114,672 |
THE MCKEOGH COMPANY6 years Service code 11 · EIN 23-3003375 | Actuarial | $114,252 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $112,417 |
MAIRS & POWER, INC.6 years Service code 28 · EIN 41-0844499 | Investment Management | $98,554 |
WHITESTAR ADVISORS, LLC4 years Filed as: WHITESTAR Service code 28 · EIN 03-0496641 | Investment Management | $94,012 |
UNION BANK & TRUST COMPANY6 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $90,949 |
MANNING & NAPIER3 years Service code 28 · EIN 45-3328488 | Investment Management | $82,239 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $80,691 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -13.81% | -8.26%-5.6pp | -5.85%-8.0pp | 2.78%-16.6pp |
| Employer contribution / active EE | $15,178 | $12,543+21.0% | $31,839-52.3% | $15,276-0.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |