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| Provider | Service type | Compensation |
|---|---|---|
QUAD CITY BANK & TRUST2 years Filed as: QUAD CITY INVESTMENT CENTER Service code 99 · EIN 36-4327538 | Other Fees | $14,676 |
Filed as: QUALIFED PLAN CONSULTANTS Service code 49 | Other Services | $4,808 |
MORNINGSTAR1 year Filed as: MORNNGSTAR Service code 27 | Advisory (Plan) | $981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,216 | $86,692-27.1% | $119,634-47.2% | $66,949-5.6% |
| Participation rate | 38.4% | 75.6%-37.2pp | 79.3%-40.9pp | 69.8%-31.4pp |
| Annual return | -20.69% | -8.00%-12.7pp | -14.98%-5.7pp | 1.57%-22.3pp |
| Employer contribution / active EE | $1,333 | $2,536-47.4% | $4,232-68.5% | $2,545-47.6% |
| Participant deferral / active EE | $2,285 | $4,360-47.6% | $5,601-59.2% | $4,239-46.1% |
| Admin fee / account holder | $299 | $755-60.4% | $10,329-97.1% | $594-49.7% |