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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON, LOWER, WHITLOW, P.C.1+ years Service code 10 · EIN 42-1394940 1805 STATE ST, STE 201 · BETTENDORF, IA 52722 | Accounting | $3,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,298 | $80,177-69.7% | $123,894-80.4% | $57,661-57.9% |
| Participation rate | 93.4% | 74.4%+19.0pp | 81.4%+12.0pp | 70.2%+23.2pp |
| Annual return | 2.14% | 17.90%-15.8pp | 47.52%-45.4pp | 5.13%-3.0pp |
| Employer contribution / active EE | $878 | $2,913-69.9% | $4,617-81.0% | $1,974-55.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $4 | $106-96.5% | $8,357-100.0% | $95-96.0% |