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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $387,312 |
HARRIS7+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $309,455 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $175,000 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 13-1975125 | Actuarial | $130,904 |
CYGAN HAYES LTD.6 years Filed as: CYGAN HAYES, LTD. Service code 10 · EIN 36-3332152 | Accounting | $119,115 |
Service code 28 1130 AVE OF AMERICAS 38FL · NEW YORK, NY 10019 | Investment Management | $118,300 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS Service code 19 P.O. BOX 755 · CHICAGO, IL 60690 | Securities Custodian | $99,104 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 50 1 FINANCIAL CENTER · BOSTON, MA 02111 | Direct Payment | $93,609 |
TERRY A ROCCO7+ years Filed as: TERRY A. ROCCO Service code 14 · EIN 36-6122163 | Plan Administrator | $88,530 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN, LTD. Service code 29 · EIN 36-2744057 | Legal | $48,738 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.10% | -7.95%-3.1pp | -5.85%-5.3pp | 23.41%-34.5pp |
| Employer contribution / active EE | $10,537 | $13,972-24.6% | $31,839-66.9% | $12,650-16.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |