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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR7+ years Filed as: WILLIAM BLAIR MANAGEMENT LLC Service code 28 · EIN 47-2614791 | Investment Management | $263,456 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $209,063 |
LOCAL 1102 RWDSU4 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 | $206,305 |
SMITH GRAHAM7+ years Service code 28 · EIN 76-0301817 6900 JP MORGAN CHASE TOWER 600 TRAV · HOUSTON, TX 77002 | Investment Management | $198,303 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUS Service code 28 · EIN 75-2403190 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $195,092 |
SANDS CAPITAL MANAGEMENT, LLC7+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BLVD · ARLINGTON, VA 22209 | Investment Management | $97,545 |
BARTLETT & CO7+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $79,541 |
QUAD CITY BANK & TRUST7+ years Service code 19 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Securities Custodian | $73,094 |
INVESTMENT CONSULTING GROUP7+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $62,000 |
DELOITTE & TOUCHE LLP7+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 111 S. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $48,150 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -0.08% | -8.26%+8.2pp | -5.85%+5.8pp | 2.78%-2.9pp |
| Employer contribution / active EE | $22,268 | $12,543+77.5% | $31,839-30.1% | $15,276+45.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |