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| Provider | Service type | Compensation |
|---|---|---|
QUAD CITY INVESTMENT ADVISORS5+ years Service code 16 · EIN 36-4327538 | Consulting | $33,068 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 | Recordkeeping | $8,925 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,528 | $69,383-28.6% | $101,264-51.1% | $73,493-32.6% |
| Participation rate | 73.6% | 68.4%+5.2pp | 75.8%-2.3pp | 70.7%+2.9pp |
| Annual return | -12.17% | 18.46%-30.6pp | 46.48%-58.7pp | 28.51%-40.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,986 | $3,301+20.8% | $4,370-8.8% | $3,740+6.6% |
| Admin fee / account holder | $426 | $704-39.5% | $5,947-92.8% | $513-17.0% |