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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION10+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $218,218 |
RBC WEALTH MANAGEMENT6 years Service code 28 · EIN 40-1416330 | Investment Management | $181,700 |
ANCHOR CAPITAL ADVISORS LLC10+ years Service code 28 · EIN 04-2801194 | Investment Management | $157,812 |
FIDUCIARY MANAGEMENT, INC.10+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $140,596 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $139,730 |
MAIRS & POWER, INC.7 years Filed as: MAIRS & POWER INC Service code 28 · EIN 41-0844499 | Investment Management | $84,257 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $77,995 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $45,231 |
BETTS & HAYES, LTD10+ years Service code 10 · EIN 41-1619880 | Accounting | $44,100 |
RBC GLOBAL ASSET MANAGEMENT7 years Filed as: RBC GLOBAL ASSET MANAGEMENT (U.S.) Service code 28 · EIN 41-1460668 | Investment Management | $34,980 |
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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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 11.55% | 5.54%+6.0pp | 8.92%+2.6pp | 8.76%+2.8pp |
| Employer contribution / active EE | $4,558 | $6,639-31.3% | $24,457-81.4% | $16,664-72.6% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |