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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 | $88,672-15.1% | $105,223-28.5% | $82,448-8.7% |
| Participation rate | 77.3% | 67.9%+9.4pp | 75.0%+2.3pp | 68.1%+9.3pp |
| Annual return | 5.47% | 30.86%-25.4pp | 180.65%-175.2pp | 41.64%-36.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,491 | $4,036+11.3% | $5,072-11.5% | $4,139+8.5% |
| Admin fee / account holder | $406 | $7,146-94.3% | $8,859-95.4% | $7,234-94.4% |