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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION5+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $218,218 |
RBC WEALTH MANAGEMENT1 year Service code 28 · EIN 40-1416330 | Investment Management | $177,244 |
ANCHOR CAPITAL ADVISORS LLC5+ years Service code 28 · EIN 04-2801194 | Investment Management | $176,176 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $125,167 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $118,035 |
MAIRS & POWER, INC.2 years Filed as: MAIRS & POWER INC Service code 28 · EIN 41-0844499 | Investment Management | $75,693 |
WHITE PINE CAPITAL2 years Filed as: WHITE PINE CAPITAL LLC Service code 28 · EIN 41-1933144 | Investment Management | $74,788 |
TOCQUEVILLE ASSET MANAGEMENT2 years Filed as: TOCQUEVILLE ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3547557 | Investment Management | $66,259 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $63,644 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT (U.S.) Service code 28 · EIN 41-1460668 | Investment Management | $44,241 |
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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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 19.43% | 21.31%-1.9pp | -100.31%+119.7pp | 53.27%-33.8pp |
| Employer contribution / active EE | $4,225 | $7,169-41.1% | $18,686-77.4% | $14,774-71.4% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |