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| Provider | Service type | Compensation |
|---|---|---|
QUAD CITY INVESTMENT ADVISORS2+ years Service code 28 · EIN 36-4327538 | Investment Management | $31,479 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $5,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,051 | $58,726+2.3% | $92,240-34.9% | $62,293-3.6% |
| Participation rate | 69.3% | 68.3%+1.0pp | 76.5%-7.1pp | 69.5%-0.2pp |
| Annual return | 12.15% | 43.62%-31.5pp | 176.29%-164.1pp | 28.90%-16.7pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,914 | $2,766+5.4% | $3,897-25.2% | $3,169-8.0% |
| Admin fee / account holder | $342 | $556-38.5% | $5,194-93.4% | $479-28.6% |