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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW HANLEY MEWHINNEY & STRAUS Service code 28 · EIN 20-0524545 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $150,634 |
LSV ASSET MANAGEMENT1+ years Service code 28 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $141,216 |
WENTWORTH HAUSER & VIOLICH1+ years Service code 28 · EIN 91-1631301 301 BATTERY ST., STE 400 · SAN FRANSISCO, CA 94111 | Investment Management | $101,100 |
BARTLETT & CO1+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $73,490 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BLVD · ARLINGTON, VA 22209 | Investment Management | $64,439 |
INVESTMENT CONSULTING GROUP1+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $62,000 |
QUAD CITY BANK & TRUST1+ years Service code 19 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Securities Custodian | $58,758 |
LYNNETTE CREIGHTON1+ years Service code 30 · EIN 36-6129958 | Employee (plan) | $52,441 |
NOTTINGHILL INVESTMENT ADVISORS1+ years Service code 28 · EIN 31-1466090 7414 JAGER STREET · CINCINNATI, OH 45230 | Investment Management | $48,334 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 111 S. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $45,900 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -4.62% | 3.49%-8.1pp | 4.16%-8.8pp | 7.18%-11.8pp |
| Employer contribution / active EE | $20,384 | $11,083+83.9% | $29,966-32.0% | $13,095+55.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |