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| Provider | Service type | Compensation |
|---|---|---|
R J LEE & ASSOCIATES, LLP1+ years Service code 13 · EIN 36-4090984 1700 52ND AVENUE, STE B · MOLINE, IL 61265 | Contract Administrator | $154,032 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 28 · EIN 13-5582869 225 WEST WACKER DR 2400 · CHICAGO, IL 60606 | Investment Management | $106,716 |
BARTLETT & CO1+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $88,913 |
QUAD CITY BANK & TRUST1+ years Service code 15 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Recordkeeping | $70,168 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 282026002 | Investment Management | $42,894 |
FIRST MIDWEST BANK1+ years Service code 28 · EIN 36-1495255 506 15TH STREET · MOLINE, IL 61265 | Investment Management | $40,586 |
MCCARTHY CALLAS & FEENEY PC1+ years Filed as: MCCARTHY CALLAS CHURCH FEENEY, P.C. Service code 29 · EIN 36-4184033 329 18TH STREET · ROCK ISLAND, IL 61201 | Legal | $37,121 |
INVESTMENT CONSULTING GROUP1+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $30,000 |
JENSEN INVESTMENTS1+ years Service code 28 · EIN 93-0878027 5300 MEADOWS ROAD 250 · LAKE OSWEGO, OR 97035 | Investment Management | $25,165 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDAN ST 610 · CARMEL, IN 46032 | Actuarial | $24,700 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.44% | 3.49%+3.9pp | 4.16%+3.3pp | 7.18%+0.3pp |
| Employer contribution / active EE | $12,123 | $11,083+9.4% | $29,966-59.5% | $13,095-7.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |