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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $20,073 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,189 | $73,638-22.3% | $95,964-40.4% | $73,497-22.2% |
| Participation rate | 91.3% | 76.2%+15.1pp | 77.1%+14.2pp | 70.7%+20.6pp |
| Annual return | -5.46% | 16.78%-22.2pp | 91.64%-97.1pp | 28.51%-34.0pp |
| Employer contribution / active EE | $1,795 | $1,863-3.7% | $2,541-29.4% | $2,270-20.9% |
| Participant deferral / active EE | $2,727 | $3,617-24.6% | $4,167-34.6% | $3,740-27.1% |
| Admin fee / account holder | $177 | $482-63.4% | $6,797-97.4% | $513-65.6% |