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| Provider | Service type | Compensation |
|---|---|---|
QUAD CITY BANK & TRUST3+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $27,925 |
LEE CPA AUDIT GROUP2 years 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.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 10 · EIN 35-2156428 | Accounting | $19,500 |
CLEARARC CAPITAL, INC.2 years Filed as: CLEARARC CAPITAL, INC Service code 10 · EIN 34-1172683 | Accounting | $18,999 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $15,250 |
ROMOLO & ASSOCIATES2 years Service code 10 · EIN 37-1077733 | Accounting | $12,387 |
LANE & WATERMAN3+ years Filed as: LANE & WATERMAN LLP Service code 29 · EIN 42-0642243 | Legal | $12,001 |
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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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | 7.82% | -2.92%+10.7pp | -752.26%+760.1pp | 10.56%-2.7pp |
| Employer contribution / active EE | $13,420 | $9,485+41.5% | $31,802-57.8% | $13,643-1.6% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |