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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION8+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $139,320 |
Filed as: HORIZON ACRUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $115,753 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $115,000 |
ANCHOR CAPITAL ADVISORS LLC5 years Service code 28 · EIN 04-2801194 | Investment Management | $67,728 |
FIDUCIARY MANAGEMENT, INC.5 years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $47,513 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $39,931 |
THOMAS M HUGHES, LTD8+ years Service code 29 · EIN 41-0991071 | Legal | $27,280 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $25,230 |
BETTS & HAYES, LTD8+ years Service code 10 · EIN 41-1619880 | Accounting | $25,100 |
BOSTON TRUST WALDEN COMPANY3 years Filed as: BOSTON TRUST WALDEN Service code 28 · EIN 04-3554611 | Investment Management | $17,573 |
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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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -14.25% | -5.85%-8.4pp | -2.63%-11.6pp | 39.77%-54.0pp |
| Employer contribution / active EE | $15,815 | $11,714+35.0% | $29,813-47.0% | $19,959-20.8% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |