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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $126,633 |
THE VANGUARD GROUP, INC.7 years Service code 12 · EIN 23-1945930 | Direct payment from the plan; Partici... | $6,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,461 | $106,230+26.6% | $147,080-8.6% | $77,736+73.0% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 18.08% | 56.91%-38.8pp | 420.17%-402.1pp | 31.26%-13.2pp |
| Employer contribution / active EE | $8,288 | $4,072+103.5% | $4,933+68.0% | $2,728+203.8% |
| Participant deferral / active EE | $19,733 | $8,001+146.6% | $8,066+144.6% | $4,651+324.3% |
| Admin fee / account holder | $174 | $338-48.7% | $12,989-98.7% | $433-59.9% |