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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE CONSULTING Service code 11 · EIN 06-1454513 | Actuarial | $45,840 |
Service code 13 · EIN 47-1064332 | Contract Administrator | $36,880 |
INVESTMENT CONSULTING GROUP2+ years Service code 27 5117 JERSEY RIDGE RD, SUITE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $30,000 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $27,023 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $24,887 |
ROMOLO & ASSOCIATES2+ years Service code 10 · EIN 37-1077733 | Accounting | $17,861 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $15,864 |
LANER MUCHIN2+ years Filed as: LANER MUCHIN LTD Service code 29 · EIN 36-3088463 | Legal | $12,934 |
QUAD CITY BANK & TRUST2+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $6,000 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEW TOWER TRUST COMPANY Service code 52 · EIN 30-0872552 | Indirect Investment Fees | $0 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 9.24% | 2.79%+6.4pp | 4.16%+5.1pp | 11.88%-2.6pp |
| Employer contribution / active EE | $16,271 | $10,530+54.5% | $29,966-45.7% | $14,612+11.4% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |