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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $326,885 |
HARRIS5+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $267,598 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $160,417 |
CYGAN HAYES LTD.4 years Filed as: CYGAN HAYES, LTD. Service code 10 · EIN 36-3332152 | Accounting | $110,521 |
Service code 28 1130 AVE OF AMERICAS 38FL · NEW YORK, NY 10019 | Investment Management | $84,116 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL GROUP, INC. Service code 11 · EIN 13-1975125 | Actuarial | $80,583 |
TERRY A ROCCO4 years Service code 14 · EIN 36-6122163 | Plan Administrator | $60,940 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS Service code 19 P.O. BOX 755 · CHICAGO, IL 60690 | Securities Custodian | $49,086 |
PRASAD I ELAMANA4 years Service code 30 · EIN 36-6122163 | Employee (plan); Direct payment from ... | $46,386 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN, LTD. Service code 29 · EIN 36-2744057 | Legal | $24,432 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -2.99% | 6.82%-9.8pp | 8.01%-11.0pp | 12.86%-15.8pp |
| Employer contribution / active EE | $10,674 | $12,695-15.9% | $29,476-63.8% | $13,687-22.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |