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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $78,272 |
THE VANGUARD GROUP, INC.8 years Service code 12 · EIN 23-1945930 | Claims processing; Direct payment fro... | $7,572 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,458 | $110,483+51.6% | $145,433+15.1% | $79,634+110.3% |
| Participation rate | 99.8% | 71.1%+28.7pp | 82.1%+17.7pp | 62.5%+37.3pp |
| Annual return | 21.67% | 24.62%-3.0pp | 66.58%-44.9pp | 36.46%-14.8pp |
| Employer contribution / active EE | $8,489 | $4,053+109.4% | $4,554+86.4% | $2,529+235.6% |
| Participant deferral / active EE | $21,245 | $7,216+194.4% | $7,897+169.0% | $3,835+454.0% |
| Admin fee / account holder | $102 | $680-85.0% | $13,129-99.2% | $1,002-89.8% |