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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $211,132 |
FORMULA CORPORATION1+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $200,880 |
ANCHOR CAPITAL ADVISORS LLC1+ years Service code 28 · EIN 04-2801194 | Investment Management | $175,546 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED ASSET MANAGEMENT Service code 28 · EIN 48-1106973 | Investment Management | $145,067 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $115,339 |
WHITE PINE CAPITAL1+ years Service code 28 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $79,217 |
MAIRS & POWER, INC.1+ years Filed as: MAIRS & POWERS Service code 28 · EIN 41-0844499 | Investment Management | $66,672 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $57,500 |
VOYAGEUR ASSET MANAGEMENT INC.1+ years Filed as: VOYAGEUR ASSET MANAGEMENT Service code 28 · EIN 41-1460668 | Investment Management | $57,258 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3547557 | Investment Management | $53,256 |
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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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -1.00% | -2.01%+1.0pp | -0.97%0pp | -0.60%-0.4pp |
| Employer contribution / active EE | $3,805 | $11,144-65.9% | $22,441-83.0% | $12,272-69.0% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |