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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION4+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $139,320 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $133,195 |
Service code 28 · EIN 04-2801194 | Investment Management | $82,168 |
Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $66,254 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $63,735 |
WHITE PINE CAPITAL1 year Filed as: WHITE PINE CAPITAL LLC Service code 28 · EIN 41-1933144 | Investment Management | $32,704 |
THOMAS M HUGHES, LTD4+ years Service code 29 · EIN 41-0991071 | Legal | $25,552 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $24,421 |
ALTON JOHNSON4+ years Service code 99 3541 COLFAX AVE S · MINNEAPOLIS, MN 55408 | Other Fees | $23,628 |
BETTS & HAYES, LTD4+ years Service code 10 · EIN 41-1619880 | Accounting | $23,369 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | -6.55% | -1.87%-4.7pp | -0.41%-6.1pp | -0.69%-5.9pp |
| Employer contribution / active EE | $13,994 | $8,333+67.9% | $15,396-9.1% | $16,786-16.6% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |