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| Provider | Service type | Compensation |
|---|---|---|
QUAD CITY INVESTMENT ADVISORS10+ years Service code 16 · EIN 36-4327538 | Consulting | $39,692 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $5,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,252 | $96,731-22.2% | $123,973-39.3% | $86,983-13.5% |
| Participation rate | 77.3% | 70.0%+7.3pp | 76.7%+0.7pp | 69.5%+7.8pp |
| Annual return | 5.47% | 17.33%-11.9pp | 388.13%-382.7pp | 25.83%-20.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,491 | $4,152+8.2% | $5,247-14.4% | $4,194+7.1% |
| Admin fee / account holder | $406 | $8,722-95.3% | $11,799-96.6% | $7,856-94.8% |