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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 | $98,776+26.1% | $119,126+4.6% | $89,670+38.9% |
| Participation rate | 98.7% | 83.1%+15.6pp | 75.8%+22.9pp | 71.2%+27.6pp |
| Annual return | 5.40% | 9.25%-3.8pp | 282.11%-276.7pp | 19.66%-14.3pp |
| Employer contribution / active EE | $7,708 | $5,802+32.9% | $4,034+91.1% | $4,041+90.7% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $63 | $230-72.6% | $10,693-99.4% | $352-82.0% |