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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $225,867 |
FORMULA CORPORATION3+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $210,306 |
ANCHOR CAPITAL ADVISORS LLC3+ years Service code 28 · EIN 04-2801194 | Investment Management | $179,384 |
LPL FINANCIAL3+ years Filed as: WADDELL & REED ASSET MANAGEMENT Service code 28 · EIN 48-1106973 | Investment Management | $142,289 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $118,663 |
WHITE PINE CAPITAL3+ years Service code 28 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $92,313 |
MAIRS & POWER, INC.3+ years Filed as: MAIRS & POWERS Service code 28 · EIN 41-0844499 | Investment Management | $72,842 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $60,400 |
TOCQUEVILLE ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3547557 | Investment Management | $56,934 |
VOYAGEUR ASSET MANAGEMENT INC.3+ years Filed as: VOYAGEUR ASSET MANAGEMENT Service code 28 · EIN 41-1460668 | Investment Management | $46,739 |
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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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 12.76% | 11.50%+1.3pp | 337.46%-324.7pp | 23.90%-11.1pp |
| Employer contribution / active EE | $3,958 | $12,608-68.6% | $20,191-80.4% | $16,539-76.1% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |