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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $40,950 |
QUAD CITY BANK & TRUST10+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $34,298 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $27,730 |
LEE CPA AUDIT GROUP10+ years Filed as: RJ LEE & ASSOCIATES Service code 13 · EIN 84-4052574 | Contract Administrator | $26,833 |
INVESTMENT CONSULTANT GROUP, INC.10+ years Service code 16 · EIN 42-1358707 | Consulting | $26,000 |
C.S. MCKEE, L.P.3 years Filed as: C.S. MCKEE Service code 28 · EIN 84-3346426 | Investment Management | $11,914 |
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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 | $53-100.0% | $178,317-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.5%-20.5pp | 18.6%-18.6pp |
| Annual return | 6.62% | 12.40%-5.8pp | 9.57%-2.9pp | 9.77%-3.1pp |
| Employer contribution / active EE | $15,999 | $8,404+90.4% | $26,706-40.1% | $13,890+15.2% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | $2,893-100.0% |