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| Provider | Service type | Compensation |
|---|---|---|
IRON HORSE WEALTH MANAGEMENT3 years Service code 27 8711 WINDSOR PKWY #4 · JOHNSTON, IA 50131 | Advisory (Plan) | $50,420 |
APELLA WEALTH1 year Service code 27 · EIN 46-3614531 | Advisory (Plan) | $18,828 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,777 | $63,433+71.5% | $63,803+70.5% | $64,097+69.7% |
| Participation rate | 79.2% | 65.0%+14.2pp | 72.7%+6.5pp | 55.2%+24.0pp |
| Annual return | 13.21% | 20.74%-7.5pp | 543.72%-530.5pp | 34.64%-21.4pp |
| Employer contribution / active EE | $1,048 | $2,332-55.0% | $2,532-58.6% | $1,891-44.6% |
| Participant deferral / active EE | $4,476 | $3,119+43.5% | $3,843+16.5% | $3,080+45.3% |
| Admin fee / account holder | $276 | $1,489-81.5% | $5,196-94.7% | $3,454-92.0% |