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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $154,499 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUS Service code 28 · EIN 20-0524545 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $149,569 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR MANAGEMENT LLC Service code 28 · EIN 47-2614791 | Investment Management | $119,671 |
SMITH GRAHAM2+ years Service code 28 · EIN 76-0301817 6900 JP MORGAN CHASE TOWER 600 TRAV · HOUSTON, TX 77002 | Investment Management | $100,394 |
BARTLETT & CO2+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $74,962 |
QUAD CITY BANK & TRUST2+ years Service code 19 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Securities Custodian | $70,591 |
INVESTMENT CONSULTING GROUP2+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $62,000 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BLVD · ARLINGTON, VA 22209 | Investment Management | $56,278 |
NOTTINGHILL INVESTMENT ADVISORS2+ years Service code 28 · EIN 31-1466090 7414 JAGER STREET · CINCINNATI, OH 45230 | Investment Management | $53,052 |
LYNNETTE CREIGHTON2+ years Service code 30 · EIN 36-6129958 | Employee (plan) | $52,777 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.38% | 11.78%+1.6pp | 8.32%+5.1pp | 23.90%-10.5pp |
| Employer contribution / active EE | $20,979 | $11,309+85.5% | $30,793-31.9% | $16,539+26.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |