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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION8+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $218,218 |
RBC WEALTH MANAGEMENT4 years Service code 28 · EIN 40-1416330 | Investment Management | $181,700 |
ANCHOR CAPITAL ADVISORS LLC8+ years Service code 28 · EIN 04-2801194 | Investment Management | $158,871 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $124,341 |
FIDUCIARY MANAGEMENT, INC.8+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $119,842 |
TOCQUEVILLE ASSET MANAGEMENT5 years Filed as: TOCQUEVILLE ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3547557 | Investment Management | $79,140 |
MAIRS & POWER, INC.5 years Filed as: MAIRS & POWER INC Service code 28 · EIN 41-0844499 | Investment Management | $71,322 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $65,628 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $46,590 |
RBC GLOBAL ASSET MANAGEMENT5 years Filed as: RBC GLOBAL ASSET MANAGEMENT (U.S.) Service code 28 · EIN 41-1460668 | Investment Management | $38,262 |
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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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -14.38% | 62.64%-77.0pp | -2.63%-11.8pp | 2.77%-17.1pp |
| Employer contribution / active EE | $4,758 | $9,627-50.6% | $29,813-84.0% | $15,262-68.8% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |