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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 19 · EIN 23-1945930 | Securities Custodian | $48,779 |
INVESTMENT CONSULTING GROUP2 years Service code 28 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Investment Management | $30,000 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, CPA'S, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,610 |
QUAD CITY BANK & TRUST2 years Filed as: QUAD CITY BANK AND TRUST Service code 19 · EIN 42-1410409 | Securities Custodian | $10,800 |
MCCARTHY CALLAS & FEENEY PC6+ years Filed as: MCCARTHY CALLAS & FEENEY Service code 29 · EIN 36-4184033 | Legal | $8,175 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,952 | $91,517+151.3% | $101,271+127.1% | $73,412+213.2% |
| Participation rate | 98.3% | 73.8%+24.5pp | 75.8%+22.5pp | 72.2%+26.2pp |
| Annual return | 14.07% | 17.17%-3.1pp | 46.48%-32.4pp | 59.30%-45.2pp |
| Employer contribution / active EE | $10,514 | $2,877+265.5% | $3,660+187.3% | $2,234+370.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $224 | $216+3.7% | $5,948-96.2% | $158+41.7% |