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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION3+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $139,037 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $137,711 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $88,065 |
FMI CORPORATION3+ years Filed as: FMI Service code 28 · EIN 39-1346018 | Investment Management | $65,539 |
WHITE OAK GLOBAL ADVISORS, LLC3+ years Filed as: WHITE PINE Service code 28 · EIN 13-2510833 | Investment Management | $49,456 |
ANCHOR CAPITAL ADVISORS LLC3+ years Filed as: ANCHOR EQUITY Service code 28 · EIN 20-4669888 | Investment Management | $47,635 |
LPL FINANCIAL3+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $33,686 |
ANCHOR CAPITAL ADVISORS LLC3+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 | Investment Management | $32,525 |
THOMAS M HUGHES, LTD3+ years Service code 29 · EIN 41-0991071 | Legal | $25,300 |
ALTON JOHNSON3+ years Service code 99 3541 COLFAX AVE S · MINNEAPOLIS, MN 55408 | Other Fees | $24,567 |
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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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 12.01% | 12.12%-0.1pp | 337.46%-325.5pp | 13.95%-1.9pp |
| Employer contribution / active EE | $12,960 | $13,419-3.4% | $20,191-35.8% | $16,598-21.9% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |