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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION5+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $139,380 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $112,916 |
ANCHOR CAPITAL ADVISORS LLC2 years Service code 28 · EIN 04-2801194 | Investment Management | $80,605 |
Filed as: HORIZON ACRUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $74,256 |
FIDUCIARY MANAGEMENT, INC.2 years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $64,147 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $27,235 |
WHITE PINE CAPITAL2 years Filed as: WHITE PINE CAPITAL LLC Service code 28 · EIN 41-1933144 | Investment Management | $26,188 |
THOMAS M HUGHES, LTD5+ years Service code 29 · EIN 41-0991071 | Legal | $26,000 |
ALTON JOHNSON5+ years Service code 99 3541 COLFAX AVE S · MINNEAPOLIS, MN 55408 | Other Fees | $24,192 |
BETTS & HAYES, LTD5+ years Service code 10 · EIN 41-1619880 | Accounting | $23,826 |
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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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 18.48% | 38.09%-19.6pp | -100.31%+118.8pp | 16.32%+2.2pp |
| Employer contribution / active EE | $13,758 | $10,322+33.3% | $18,686-26.4% | $17,007-19.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |