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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 37 · EIN 23-1945930 | Loan Processing | $18,800 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $13,241 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,168 | $60,165-31.6% | $74,184-44.5% | $55,167-25.4% |
| Participation rate | 88.8% | 74.2%+14.7pp | 76.6%+12.2pp | 69.0%+19.8pp |
| Annual return | -0.72% | 10.00%-10.7pp | 17.74%-18.5pp | 169.23%-169.9pp |
| Employer contribution / active EE | $1,569 | $1,600-1.9% | $2,370-33.8% | $1,963-20.1% |
| Participant deferral / active EE | $2,119 | $2,973-28.7% | $3,550-40.3% | $3,054-30.6% |
| Admin fee / account holder | $140 | $419-66.7% | $5,586-97.5% | $504-72.3% |