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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION9+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $218,218 |
RBC WEALTH MANAGEMENT5 years Service code 28 · EIN 40-1416330 | Investment Management | $181,700 |
ANCHOR CAPITAL ADVISORS LLC9+ years Service code 28 · EIN 04-2801194 | Investment Management | $151,424 |
FIDUCIARY MANAGEMENT, INC.9+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $124,795 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $112,407 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $83,495 |
TOCQUEVILLE ASSET MANAGEMENT6 years Filed as: TOCQUEVILLE ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3547557 | Investment Management | $73,394 |
MAIRS & POWER, INC.6 years Filed as: MAIRS & POWER INC Service code 28 · EIN 41-0844499 | Investment Management | $72,858 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $42,628 |
BETTS & HAYES, LTD9+ years Service code 10 · EIN 41-1619880 | Accounting | $35,488 |
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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 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 14.59% | 8.08%+6.5pp | 9.51%+5.1pp | 37.74%-23.2pp |
| Employer contribution / active EE | $4,879 | $9,541-48.9% | $23,377-79.1% | $15,788-69.1% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |