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| Provider | Service type | Compensation |
|---|---|---|
RJ LEE LLC2 years Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $15,825 |
MCCARTHY CALLAS & FEENEY PC7+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $15,156 |
CALIBRE CPA GROUP PLLC6 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 GROUP7+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,209 | $76,774+43.5% | $112,263-1.8% | $77,906+41.5% |
| Participation rate | 99.2% | 80.2%+19.1pp | 75.1%+24.2pp | 73.7%+25.6pp |
| Annual return | 5.59% | -10.25%+15.8pp | 27.49%-21.9pp | 12.16%-6.6pp |
| Employer contribution / active EE | $7,251 | $3,977+82.3% | $3,636+99.4% | $2,846+154.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $57 | $239-76.2% | $6,410-99.1% | $133-57.0% |