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| Provider | Service type | Compensation |
|---|---|---|
RJ LEE LLC1 year Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $15,288 |
MCCARTHY CALLAS & FEENEY PC6+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $13,520 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST STE 310 · CHICAGO, IL 60606 | Accounting | $8,500 |
INVESTMENT CONSULTING GROUP6+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,643 | $88,770+14.5% | $109,173-6.9% | $93,010+9.3% |
| Participation rate | 99.3% | 81.5%+17.8pp | 75.9%+23.4pp | 73.9%+25.4pp |
| Annual return | 41.69% | 60.64%-19.0pp | 25.75%+15.9pp | 158.70%-117.0pp |
| Employer contribution / active EE | $6,008 | $3,780+59.0% | $3,723+61.4% | $2,705+122.1% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $52 | $172-69.9% | $6,755-99.2% | $152-65.8% |