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| Provider | Service type | Compensation |
|---|---|---|
R J LEE & ASSOCIATES, LLP9+ years Service code 13 · EIN 36-4090984 1700 52ND AVENUE, STE B · MOLINE, IL 61265 | Contract Administrator | $208,167 |
BARTLETT & CO9+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $97,132 |
QUAD CITY BANK & TRUST9+ years Service code 15 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Recordkeeping | $83,888 |
SMITH GRAHAM3 years Filed as: SMITH GRAHAM AND CO Service code 28 600 TRAVIS ST · HOUSTON, TX 77002 | Investment Management | $75,195 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS, INC. Service code 21 · EIN 39-1512278 20700 SWENSON SR 400 · WAUKESHA, WI 53186 | Bank Trustee | $53,932 |
JENSEN INVESTMENTS9+ years Service code 28 · EIN 93-0878027 5300 MEADOWS ROAD 250 · LAKE OSWEGO, OR 97035 | Investment Management | $40,546 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST 310 · CHICAGO, IL 60606 | Accounting | $39,366 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDAN ST 610 · CARMEL, IN 46032 | Actuarial | $34,650 |
INVESTMENT CONSULTING GROUP9+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $33,000 |
Service code 28 · EIN 26-0130059 PO BOX 207 · EVANSVILLE, IN 477020207 | Investment Management | $22,225 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.68% | 11.08%+3.6pp | 8.10%+6.6pp | 8.76%+5.9pp |
| Employer contribution / active EE | $14,209 | $13,910+2.2% | $28,649-50.4% | $16,650-14.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |