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| Provider | Service type | Compensation |
|---|---|---|
QUAD CITY INVESTMENT ADVISORS1+ years Service code 28 · EIN 36-4327538 | Investment Management | $38,223 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,225 | $52,884-3.1% | $84,753-39.6% | $55,167-7.1% |
| Participation rate | 70.0% | 67.5%+2.5pp | 76.6%-6.6pp | 69.0%+1.0pp |
| Annual return | -1.66% | 18.03%-19.7pp | 22.78%-24.4pp | 169.23%-170.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,961 | $2,644+12.0% | $3,712-20.2% | $3,054-3.0% |
| Admin fee / account holder | $402 | $581-30.8% | $5,333-92.5% | $504-20.3% |