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| Provider | Service type | Compensation |
|---|---|---|
HILLS BANK AND TRUST COMPANY1+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $15,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,167 | $46,360-50.0% | $147,617-84.3% | $52,331-55.7% |
| Participation rate | 38.7% | 64.9%-26.2pp | 84.6%-45.9pp | 68.1%-29.4pp |
| Annual return | -0.18% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $247 | $2,126-88.4% | $5,564-95.6% | $1,882-86.9% |
| Participant deferral / active EE | $670 | $2,258-70.3% | $4,895-86.3% | $3,022-77.8% |
| Admin fee / account holder | $180 | $766-76.5% | $11,612-98.5% | $592-69.6% |