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| Provider | Service type | Compensation |
|---|---|---|
ATPA2+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $641,322 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT ADVISORS Service code 28 · EIN 68-0370668 | Investment Management | $475,744 |
SALTZMAN & JOHNSON2+ years Service code 29 · EIN 95-2376174 | Legal | $280,125 |
LINDQUIST LLP2+ years Filed as: LINDQUIST, LLP Service code 10 · EIN 52-2385296 | Accounting | $212,324 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $153,841 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 | Pension Consulting | $141,129 |
FOUNDRY PARTNERS2+ years Service code 28 · EIN 46-1184506 501 FIRST AVE. NORTH, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $140,450 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $136,793 |
Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $114,773 |
ULLICO2+ years Service code 28 · EIN 13-1423090 | Investment Management | $106,255 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.08% | 3.63%+2.4pp | 4.16%+1.9pp | 9.19%-3.1pp |
| Employer contribution / active EE | $11,556 | $11,363+1.7% | $29,966-61.4% | $12,608-8.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |