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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 | $82,979+179.9% | $102,412+126.8% | $77,736+198.7% |
| Participation rate | 98.1% | 71.5%+26.6pp | 74.5%+23.6pp | 70.6%+27.6pp |
| Annual return | 11.69% | 19.11%-7.4pp | 24.94%-13.3pp | 31.26%-19.6pp |
| Employer contribution / active EE | $11,565 | $3,554+225.5% | $3,870+198.9% | $2,728+324.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $204 | $639-68.1% | $8,388-97.6% | $433-53.0% |