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| Provider | Service type | Compensation |
|---|---|---|
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $774,141 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT ADVISORS Service code 28 · EIN 68-0370668 | Investment Management | $537,889 |
SALTZMAN & JOHNSON1+ years Service code 29 · EIN 95-2376174 | Legal | $293,557 |
LINDQUIST LLP1+ years Filed as: LINDQUIST, LLP Service code 10 · EIN 52-2385296 | Accounting | $190,315 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $157,449 |
ULLICO1+ years Service code 28 · EIN 13-1423090 | Investment Management | $151,108 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPTIAL MANAGEMENT Service code 28 · EIN 80-0618452 | Investment Management | $117,415 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $114,007 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 | Pension Consulting | $112,760 |
FOUNDRY PARTNERS1+ years Service code 28 · EIN 46-1184506 501 FIRST AVE. NORTH, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $107,776 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.51% | 1.36%-0.8pp | -1.61%+2.1pp | 1.67%-1.2pp |
| Employer contribution / active EE | $9,661 | $10,832-10.8% | $30,840-68.7% | $10,506-8.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |