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| Provider | Service type | Compensation |
|---|---|---|
LANE & WATERMAN5+ years Filed as: LANE & WATERMAN LLP Service code 29 · EIN 42-0642243 | Legal | $119,457 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 10 · EIN 35-2156428 | Accounting | $80,833 |
QUAD CITY BANK & TRUST5+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $28,910 |
LEE CPA AUDIT GROUP5+ years Filed as: RJ LEE & ASSOCIATES Service code 13 · EIN 42-1513015 | Contract Administrator | $26,000 |
Service code 16 · EIN 42-1358707 | Consulting | $22,750 |
C.S. MCKEE, L.P.5+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $18,687 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $13,858 |
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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | -4.49% | 9.38%-13.9pp | 8.01%-12.5pp | 9.29%-13.8pp |
| Employer contribution / active EE | $13,862 | $9,605+44.3% | $29,475-53.0% | $15,168-8.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |