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| Provider | Service type | Compensation |
|---|---|---|
RJ LEE LLC5 years Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $36,065 |
CALIBRE CPA GROUP PLLC9 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST STE 310 · CHICAGO, IL 60606 | Accounting | $10,750 |
MCCARTHY CALLAS & FEENEY PC10+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $7,444 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,500 |
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 | $124,581 | $106,351+17.1% | $105,223+18.4% | $103,975+19.8% |
| Participation rate | 98.7% | 80.0%+18.7pp | 75.0%+23.7pp | 72.5%+26.2pp |
| Annual return | 5.40% | 11.69%-6.3pp | 180.65%-175.2pp | 19.41%-14.0pp |
| Employer contribution / active EE | $7,708 | $5,336+44.5% | $3,689+109.0% | $3,722+107.1% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $63 | $316-80.0% | $8,859-99.3% | $332-81.0% |