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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $210,516 |
FORMULA CORPORATION2+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $205,806 |
ANCHOR CAPITAL ADVISORS LLC2+ years Service code 28 · EIN 04-2801194 | Investment Management | $174,482 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED ASSET MANAGEMENT Service code 28 · EIN 48-1106973 | Investment Management | $134,008 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $108,056 |
WHITE PINE CAPITAL2+ years Service code 28 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $81,694 |
MAIRS & POWER, INC.2+ years Filed as: MAIRS & POWERS Service code 28 · EIN 41-0844499 | Investment Management | $69,411 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $64,904 |
TOCQUEVILLE ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3547557 | Investment Management | $52,809 |
VOYAGEUR ASSET MANAGEMENT INC.2+ years Filed as: VOYAGEUR ASSET MANAGEMENT Service code 28 · EIN 41-1460668 | Investment Management | $49,139 |
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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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 7.66% | 5.03%+2.6pp | 18.87%-11.2pp | 7.18%+0.5pp |
| Employer contribution / active EE | $3,862 | $10,273-62.4% | $19,828-80.5% | $13,095-70.5% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |