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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON, LOWER, WHITLOW, P.C.8+ years Service code 10 · EIN 42-1394940 1805 STATE ST, STE 201 · BETTENDORF, IA 52722 | Accounting | $8,550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,558 | $95,438-34.5% | $135,998-54.0% | $74,478-16.0% |
| Participation rate | 87.8% | 78.2%+9.5pp | 81.9%+5.8pp | 70.7%+17.0pp |
| Annual return | 13.20% | 32.61%-19.4pp | 68.37%-55.2pp | 34.37%-21.2pp |
| Employer contribution / active EE | $983 | $3,878-74.7% | $4,860-79.8% | $2,637-62.7% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $57 | $259-78.1% | $10,769-99.5% | $347-83.7% |