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| Provider | Service type | Compensation |
|---|---|---|
R J LEE & ASSOCIATES, LLP3+ years Service code 13 · EIN 36-4090984 1700 52ND AVENUE, STE B · MOLINE, IL 61265 | Contract Administrator | $155,688 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 282026002 | Investment Management | $108,390 |
BARTLETT & CO3+ years Service code 28 · EIN 31-1221237 600 VINE STREET · CINCINNATI, OH 45202 | Investment Management | $89,838 |
FIRST MIDWEST BANK3+ years Service code 28 · EIN 36-1495255 506 15TH STREET · MOLINE, IL 61265 | Investment Management | $51,081 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST 310 · CHICAGO, IL 60606 | Accounting | $47,637 |
MCCARTHY CALLAS & FEENEY PC3+ years Filed as: MCCARTHY CALLAS CHURCH FEENEY, P.C. Service code 29 · EIN 36-4184033 329 18TH STREET · ROCK ISLAND, IL 61201 | Legal | $33,774 |
JENSEN INVESTMENTS3+ years Service code 28 · EIN 93-0878027 5300 MEADOWS ROAD 250 · LAKE OSWEGO, OR 97035 | Investment Management | $33,444 |
INVESTMENT CONSULTING GROUP3+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $30,000 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDAN ST 610 · CARMEL, IN 46032 | Actuarial | $26,500 |
QUAD CITY BANK & TRUST3+ years Service code 15 · EIN 42-1410409 3551 7TH STREET · MOLINE, IL 61265 | Recordkeeping | $19,757 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.57% | 4.25%+5.3pp | -752.26%+761.8pp | 0.19%+9.4pp |
| Employer contribution / active EE | $12,529 | $11,906+5.2% | $31,802-60.6% | $13,763-9.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |