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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR MANAGEMENT LLC Service code 28 · EIN 47-2614791 | Investment Management | $228,269 |
LOCAL 1102 RWDSU3 years Filed as: P&P LOCAL 25 FRINGE BENEFIT, LLC Service code 13 · EIN 82-2768063 4600 46TH AVE · ROCK ISLAND, IL 61201 | Contract Administrator | $181,804 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $174,005 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUS Service code 28 · EIN 75-2403190 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $159,565 |
SMITH GRAHAM6+ years Service code 28 · EIN 76-0301817 6900 JP MORGAN CHASE TOWER 600 TRAV · HOUSTON, TX 77002 | Investment Management | $140,223 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BLVD · ARLINGTON, VA 22209 | Investment Management | $88,721 |
QUAD CITY BANK & TRUST6+ years Service code 19 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Securities Custodian | $86,068 |
BARTLETT & CO6+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $79,806 |
INVESTMENT CONSULTING GROUP6+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $62,000 |
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 111 S. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $47,800 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 50.01% | 24.46%+25.5pp | 11.08%+38.9pp | 13.24%+36.8pp |
| Employer contribution / active EE | $19,000 | $11,981+58.6% | $28,418-33.1% | $14,616+30.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |