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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8711 WINDSOR PKWY #4 · JOHNSTON, IA 50131 | Advisory (Plan) | $48,642 |
TIAA9+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services | $1,784 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $790 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,782 | $65,582+40.0% | $64,097+43.2% | $71,529+28.3% |
| Participation rate | 71.8% | 73.2%-1.4pp | 72.3%-0.6pp | 67.9%+3.8pp |
| Annual return | 14.13% | 18.96%-4.8pp | 33.75%-19.6pp | 28.97%-14.8pp |
| Employer contribution / active EE | $905 | $2,671-66.1% | $2,750-67.1% | $2,590-65.1% |
| Participant deferral / active EE | $3,760 | $3,628+3.6% | $3,881-3.1% | $4,291-12.4% |
| Admin fee / account holder | $214 | $616-65.3% | $3,070-93.0% | $1,588-86.5% |