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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $49,518 |
QUAD CITY BANK & TRUST1+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $27,715 |
LEE CPA AUDIT GROUP1+ years Filed as: RJ LEE & ASSOCIATES Service code 13 · EIN 36-4090984 | Contract Administrator | $26,000 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $26,000 |
Service code 16 · EIN 42-1587070 | Consulting | $21,000 |
LANE & WATERMAN1+ years Filed as: LANE & WATERMAN LLP Service code 29 · EIN 42-0642243 | Legal | $19,636 |
MOORHEAD PATTERSON & COMPANY PC1+ years Service code 10 · EIN 42-1092253 | Accounting | $7,654 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -3.20% | 3.12%-6.3pp | 4.16%-7.4pp | 4.56%-7.8pp |
| Employer contribution / active EE | $15,321 | $10,957+39.8% | $29,966-48.9% | $15,526-1.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |