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| Provider | Service type | Compensation |
|---|---|---|
RJ LEE LLC4 years Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $32,968 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST STE 310 · CHICAGO, IL 60606 | Accounting | $10,000 |
MCCARTHY CALLAS & FEENEY PC9+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $7,656 |
INVESTMENT CONSULTING GROUP9+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,253 | $241,450-49.4% | $103,378+18.3% | $199,874-38.8% |
| Participation rate | 99.2% | 78.4%+20.8pp | 74.5%+24.7pp | 72.0%+27.2pp |
| Annual return | 16.87% | 17.80%-0.9pp | 24.91%-8.0pp | 34.28%-17.4pp |
| Employer contribution / active EE | $7,899 | $4,250+85.8% | $3,870+104.1% | $3,036+160.1% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $70 | $288-75.6% | $8,401-99.2% | $269-73.9% |