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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $232,039 |
FORMULA CORPORATION4+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $215,456 |
ANCHOR CAPITAL ADVISORS LLC4+ years Service code 28 · EIN 04-2801194 | Investment Management | $183,035 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $123,088 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $108,385 |
LPL FINANCIAL1 year Filed as: WADDELL & REED INVESTMENT MGMT CO Service code 28 · EIN 48-1106973 | Investment Management | $86,235 |
MAIRS & POWER, INC.1 year Filed as: MAIRS & POWER INC Service code 28 · EIN 41-0844499 | Investment Management | $73,235 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $62,526 |
WHITE PINE CAPITAL1 year Filed as: WHITE PINE CAPITAL LLC Service code 28 · EIN 41-1933144 | Investment Management | $61,021 |
Filed as: TOCQUEVILLE ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3547557 | Investment Management | $59,807 |
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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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -4.76% | -1.21%-3.6pp | -0.41%-4.4pp | 0.19%-5.0pp |
| Employer contribution / active EE | $4,127 | $10,104-59.2% | $15,396-73.2% | $13,763-70.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |