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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR9+ years Filed as: WILLIAM BLAIR MANAGEMENT LLC Service code 28 · EIN 47-2614791 | Investment Management | $245,106 |
LOCAL 1102 RWDSU6 years Filed as: P&P LOCAL 25 FRINGE BENEFIT, LLC Service code 13 · EIN 82-2768063 1903 52ND AVE · MOLINE, IL 61265 | Contract Administrator | $243,120 |
SMITH GRAHAM9+ years Service code 28 · EIN 76-0301817 6900 JP MORGAN CHASE TOWER 600 TRAV · HOUSTON, TX 77002 | Investment Management | $194,141 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $190,929 |
QUAD CITY BANK & TRUST9+ years Service code 19 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Securities Custodian | $105,122 |
SANDS CAPITAL MANAGEMENT, LLC9+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BLVD · ARLINGTON, VA 22209 | Investment Management | $80,502 |
BARTLETT & CO9+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $76,871 |
INVESTMENT CONSULTING GROUP9+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $66,000 |
Service code 11 8014 OLSON MEMORIAL HWY 55 · GOLDEN VALLEY, MN 55427 | Actuarial | $51,200 |
Filed as: BAUM SIGMAN & AUERBACH Service code 29 · EIN 36-2744057 200 W. ADAMS STREET · CHICAGO, IL 60606 | Legal | $24,450 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 17.18% | 11.08%+6.1pp | 8.10%+9.1pp | 8.76%+8.4pp |
| Employer contribution / active EE | $23,436 | $13,910+68.5% | $28,649-18.2% | $16,664+40.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |