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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION6+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $218,218 |
RBC WEALTH MANAGEMENT2 years Service code 28 · EIN 40-1416330 | Investment Management | $177,314 |
ANCHOR CAPITAL ADVISORS LLC6+ years Service code 28 · EIN 04-2801194 | Investment Management | $162,764 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $131,119 |
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $105,030 |
TOCQUEVILLE ASSET MANAGEMENT3 years Filed as: TOCQUEVILLE ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3547557 | Investment Management | $76,925 |
MAIRS & POWER, INC.3 years Filed as: MAIRS & POWER INC Service code 28 · EIN 41-0844499 | Investment Management | $75,688 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $66,250 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC GLOBAL ASSET MANAGEMENT (U.S.) Service code 28 · EIN 41-1460668 | Investment Management | $44,537 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $40,786 |
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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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 10.72% | 11.11%-0.4pp | 10.57%+0.1pp | 11.45%-0.7pp |
| Employer contribution / active EE | $4,226 | $4,670-9.5% | $18,335-77.0% | $17,219-75.5% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |