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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION10+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $139,320 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $122,581 |
Filed as: HORIZON ACRUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $104,819 |
ANCHOR CAPITAL ADVISORS LLC7 years Service code 28 · EIN 04-2801194 | Investment Management | $83,681 |
FIDUCIARY MANAGEMENT, INC.7 years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $54,281 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $46,182 |
THOMAS M HUGHES, LTD10+ years Service code 29 · EIN 41-0991071 | Legal | $29,680 |
BETTS & HAYES, LTD10+ years Service code 10 · EIN 41-1619880 | Accounting | $27,056 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $25,016 |
BOSTON TRUST WALDEN COMPANY5 years Filed as: BOSTON TRUST WALDEN Service code 28 · EIN 04-3554611 | Investment Management | $19,867 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 7.90% | 5.54%+2.4pp | 8.92%-1.0pp | 8.76%-0.9pp |
| Employer contribution / active EE | $14,352 | $6,639+116.2% | $24,457-41.3% | $16,664-13.9% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |