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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION1+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $130,995 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $115,000 |
FMI CORPORATION1+ years Filed as: FMI Service code 28 · EIN 39-1346018 | Investment Management | $67,737 |
WHITE OAK GLOBAL ADVISORS, LLC1+ years Filed as: WHITE PINE Service code 28 · EIN 13-2510833 | Investment Management | $62,957 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $60,000 |
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR EQUITY Service code 28 · EIN 20-4669888 | Investment Management | $47,530 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $41,099 |
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 | Investment Management | $24,895 |
Filed as: GW&K Service code 28 · EIN 80-0250512 | Investment Management | $24,285 |
THOMAS M HUGHES, LTD1+ years Service code 29 · EIN 41-0991071 | Legal | $24,012 |
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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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -2.12% | -2.01%-0.1pp | -0.97%-1.1pp | -0.60%-1.5pp |
| Employer contribution / active EE | $10,909 | $11,144-2.1% | $22,441-51.4% | $12,272-11.1% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |