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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON, LOWER, WHITLOW, P.C.7+ years Service code 10 · EIN 42-1394940 1805 STATE ST, STE 201 · BETTENDORF, IA 52722 | Accounting | $8,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $61,298 | $82,188-25.4% | $125,401-51.1% | $64,829-5.4% |
| Participation rate | 67.2% | 77.9%-10.7pp | 82.4%-15.2pp | 71.5%-4.3pp |
| Annual return | 35.49% | 3.50%+32.0pp | 572.53%-537.0pp | 32.85%+2.6pp |
| Employer contribution / active EE | $785 | $3,617-78.3% | $4,816-83.7% | $2,507-68.7% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $56 | $163-65.5% | $10,008-99.4% | $188-70.0% |