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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 | $93,345-19.4% | $119,126-36.8% | $87,485-14.0% |
| Participation rate | 77.3% | 68.7%+8.6pp | 75.8%+1.6pp | 68.9%+8.4pp |
| Annual return | 5.47% | 19.08%-13.6pp | 282.11%-276.6pp | 26.06%-20.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,491 | $4,099+9.6% | $5,318-15.6% | $4,274+5.1% |
| Admin fee / account holder | $406 | $8,039-95.0% | $10,693-96.2% | $7,775-94.8% |