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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON, LOWER, WHITLOW, P.C.2+ years Service code 10 · EIN 42-1394940 1805 STATE ST, STE 201 · BETTENDORF, IA 52722 | Accounting | $9,825 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,710 | $155,795-84.8% | $136,298-82.6% | $69,634-66.0% |
| Participation rate | 93.0% | 75.2%+17.7pp | 81.9%+11.1pp | 70.7%+22.3pp |
| Annual return | 5.40% | 232464.33%-232458.9pp | 5156.27%-5150.9pp | 27572.26%-27566.9pp |
| Employer contribution / active EE | $1,005 | $2,991-66.4% | $4,696-78.6% | $2,032-50.5% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $10 | $128-92.0% | $9,244-99.9% | $110-90.7% |