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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU5 years Filed as: P&P LOCAL 25 FRINGE BENEFIT, LLC Service code 13 · EIN 82-2768063 1903 52ND AVE · MOLINE, IL 61265 | Contract Administrator | $234,728 |
WILLIAM BLAIR8+ years Filed as: WILLIAM BLAIR MANAGEMENT LLC Service code 28 · EIN 47-2614791 | Investment Management | $208,415 |
SMITH GRAHAM8+ years Service code 28 · EIN 76-0301817 6900 JP MORGAN CHASE TOWER 600 TRAV · HOUSTON, TX 77002 | Investment Management | $183,480 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $179,929 |
QUAD CITY BANK & TRUST8+ years Service code 19 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Securities Custodian | $79,095 |
BARTLETT & CO8+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $75,463 |
INVESTMENT CONSULTING GROUP8+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $66,000 |
SANDS CAPITAL MANAGEMENT, LLC8+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BLVD · ARLINGTON, VA 22209 | Investment Management | $60,272 |
Service code 11 8014 OLSON MEMORIAL HWY 55 · GOLDEN VALLEY, MN 55427 | Actuarial | $50,925 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 230 W MONROE STREET, STE 310 · CHICAGO, IL 60606 | Accounting | $18,187 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -6.08% | 7.15%-13.2pp | 20.18%-26.3pp | 37.77%-43.8pp |
| Employer contribution / active EE | $23,045 | $13,270+73.7% | $29,108-20.8% | $15,798+45.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |