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| Provider | Service type | Compensation |
|---|---|---|
RJ LEE LLC3 years Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $16,193 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST STE 310 · CHICAGO, IL 60606 | Accounting | $9,500 |
MCCARTHY CALLAS & FEENEY PC8+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $5,824 |
INVESTMENT CONSULTING GROUP8+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,000 |
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 | $103,126 | $88,479+16.6% | $96,515+6.9% | $80,157+28.7% |
| Participation rate | 99.1% | 79.9%+19.2pp | 74.3%+24.8pp | 72.9%+26.2pp |
| Annual return | -4.44% | 22.53%-27.0pp | 35.73%-40.2pp | 40.39%-44.8pp |
| Employer contribution / active EE | $7,497 | $4,177+79.5% | $3,740+100.5% | $2,977+151.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $53 | $211-74.9% | $6,735-99.2% | $145-63.4% |