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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $32,234 |
LANE & WATERMAN2+ years Filed as: LANE & WATERMAN LLP Service code 29 · EIN 42-0642243 | Legal | $29,197 |
QUAD CITY BANK & TRUST2+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $28,741 |
LEE CPA AUDIT GROUP1 year Filed as: TN RJ LEE & ASSOCIATES Service code 13 · EIN 42-1513015 | Contract Administrator | $26,000 |
Service code 16 · EIN 42-1587070 | Consulting | $21,000 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $19,800 |
ROMOLO & ASSOCIATES1 year Service code 10 · EIN 37-1077733 | Accounting | $13,370 |
CLEARARC CAPITAL, INC.1 year Filed as: CLEARARC CAPITAL, INC Service code 28 · EIN 34-1172683 | Investment Management | $10,811 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 10.33% | 9.14%+1.2pp | 8.32%+2.0pp | 10.41%-0.1pp |
| Employer contribution / active EE | $12,737 | $9,384+35.7% | $30,793-58.6% | $14,691-13.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |