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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP, INC Service code 19 · EIN 23-1945930 | Securities Custodian | $57,728 |
INVESTMENT CONSULTING GROUP6 years Service code 28 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Investment Management | $30,000 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, CPA'S, LLC Service code 10 · EIN 84-2885766 | Accounting | $24,446 |
QUAD CITY BANK & TRUST6 years Filed as: QUAD CITY BANK AND TRUST Service code 19 · EIN 42-1410409 | Securities Custodian | $10,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,232 | $82,972+179.9% | $103,374+124.7% | $77,671+199.0% |
| Participation rate | 98.1% | 71.5%+26.6pp | 74.5%+23.6pp | 70.6%+27.6pp |
| Annual return | 11.69% | 19.14%-7.5pp | 24.89%-13.2pp | 31.21%-19.5pp |
| Employer contribution / active EE | $11,565 | $3,554+225.4% | $3,869+198.9% | $2,726+324.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $204 | $639-68.1% | $8,394-97.6% | $430-52.6% |