Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $137,093 |
FORMULA CORPORATION2+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $135,647 |
WHITE OAK GLOBAL ADVISORS, LLC2+ years Filed as: WHITE PINE Service code 28 · EIN 13-2510833 | Investment Management | $63,167 |
FMI CORPORATION2+ years Filed as: FMI Service code 28 · EIN 39-1346018 | Investment Management | $61,735 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $60,000 |
ANCHOR CAPITAL ADVISORS LLC2+ years Filed as: ANCHOR EQUITY Service code 28 · EIN 20-4669888 | Investment Management | $47,558 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $37,494 |
ANCHOR CAPITAL ADVISORS LLC2+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 | Investment Management | $27,338 |
THOMAS M HUGHES, LTD2+ years Service code 29 · EIN 41-0991071 | Legal | $25,000 |
ALTON JOHNSON2+ years Service code 99 3541 COLFAX AVE S · MINNEAPOLIS, MN 55408 | Other Fees | $22,508 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 6.96% | 5.03%+1.9pp | 18.87%-11.9pp | 7.18%-0.2pp |
| Employer contribution / active EE | $11,189 | $10,273+8.9% | $19,828-43.6% | $13,095-14.6% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |