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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP, INC Service code 19 · EIN 23-1945930 | Securities Custodian | $51,427 |
INVESTMENT CONSULTING GROUP4 years Service code 28 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Investment Management | $30,000 |
ROMOLO & ASSOCIATES4 years Filed as: ROMOLO & ASSOCIATES, CPA'S, LLC Service code 10 · EIN 84-2885766 | Accounting | $21,417 |
QUAD CITY BANK & TRUST4 years Filed as: QUAD CITY BANK AND TRUST Service code 19 · EIN 42-1410409 | Securities Custodian | $10,800 |
MCCARTHY CALLAS & FEENEY PC8+ years Filed as: MCCARTHY CALLAS & FEENEY Service code 29 · EIN 36-4184033 | Legal | $5,550 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,531 | $106,236+90.6% | $112,258+80.4% | $64,814+212.5% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.1%+23.0pp | 71.5%+26.6pp |
| Annual return | -14.31% | -6.02%-8.3pp | 27.47%-41.8pp | 32.84%-47.1pp |
| Employer contribution / active EE | $10,165 | $3,166+221.0% | $3,636+179.6% | $2,507+305.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $206 | $452-54.5% | $6,411-96.8% | $188+9.5% |