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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU1 year Filed as: P&P LOCAL 25 FRINGE BENEFIT, LLC Service code 13 · EIN 82-2768063 4600 46TH AVE · ROCK ISLAND, IL 61201 | Contract Administrator | $194,354 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR MANAGEMENT LLC Service code 28 · EIN 47-2614791 | Investment Management | $165,880 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $165,605 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUS Service code 28 · EIN 75-2403190 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $159,469 |
SMITH GRAHAM4+ years Service code 28 · EIN 76-0301817 6900 JP MORGAN CHASE TOWER 600 TRAV · HOUSTON, TX 77002 | Investment Management | $125,637 |
QUAD CITY BANK & TRUST4+ years Service code 19 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Securities Custodian | $81,221 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BLVD · ARLINGTON, VA 22209 | Investment Management | $77,639 |
BARTLETT & CO4+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $75,595 |
NOTTINGHILL INVESTMENT ADVISORS4+ years Service code 28 · EIN 31-1466090 7414 JAGER STREET · CINCINNATI, OH 45230 | Investment Management | $62,445 |
INVESTMENT CONSULTING GROUP4+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $62,000 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 1.82% | 10.27%-8.5pp | 10.56%-8.7pp | 53.27%-51.4pp |
| Employer contribution / active EE | $21,327 | $12,273+73.8% | $30,199-29.4% | $14,774+44.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |