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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 | $105,028+18.6% | $107,187+16.2% | $100,573+23.9% |
| Participation rate | 98.7% | 81.2%+17.5pp | 75.0%+23.7pp | 70.9%+27.8pp |
| Annual return | 5.40% | 10.61%-5.2pp | 204.55%-199.1pp | 18.89%-13.5pp |
| Employer contribution / active EE | $7,708 | $5,641+36.7% | $3,782+103.8% | $3,763+104.8% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $63 | $355-82.2% | $9,162-99.3% | $454-86.1% |