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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $92,388 |
Service code 28 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Investment Management | $37,500 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 19 · EIN 23-1945930 | Securities Custodian | $35,052 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, CPA'S, LLC Service code 10 · EIN 84-2885766 | Accounting | $21,195 |
MCCARTHY CALLAS & FEENEY PC5+ years Filed as: MCCARTHY CALLAS & FEENEY Service code 29 · EIN 36-4184033 | Legal | $19,489 |
QUAD CITY BANK & TRUST1 year Filed as: QUAD CITY BANK AND TRUST Service code 19 · EIN 42-1410409 | Securities Custodian | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,517 | $66,601+238.6% | $92,903+142.7% | $67,579+233.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.86% | 92.58%-72.7pp | 109.43%-89.6pp | 378.56%-358.7pp |
| Employer contribution / active EE | $11,769 | $2,775+324.0% | $3,653+222.2% | $2,148+448.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $402 | $199+101.9% | $5,795-93.1% | $142+182.3% |