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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 38-3792197 | Investment Management | $121,138 |
WILSON-MCSHANE CORPORATION7 years Service code 10 · EIN 41-0956552 | Accounting | $117,000 |
MANNING & NAPIER4 years Service code 28 · EIN 45-3328488 | Investment Management | $105,754 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $103,080 |
THE MCKEOGH COMPANY7 years Service code 11 · EIN 23-3003375 | Actuarial | $102,000 |
MAIRS & POWER, INC.7 years Service code 28 · EIN 41-0844499 | Investment Management | $97,083 |
UNION BANK & TRUST COMPANY7 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $85,552 |
WHITESTAR ADVISORS, LLC5 years Filed as: WHITESTAR Service code 28 · EIN 03-0496641 | Investment Management | $83,788 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $78,708 |
DEARBORN PARTNERS7 years Service code 28 · EIN 36-4145621 | Investment Management | $67,889 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.93% | 7.15%+3.8pp | 20.18%-9.3pp | 37.77%-26.8pp |
| Employer contribution / active EE | $15,573 | $13,270+17.4% | $29,108-46.5% | $15,798-1.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |