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| Provider | Service type | Compensation |
|---|---|---|
HILLS BANK AND TRUST COMPANY4+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $19,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,636 | $47,977-59.1% | $154,108-87.3% | $56,289-65.1% |
| Participation rate | 54.0% | 66.2%-12.1pp | 83.0%-29.0pp | 69.9%-15.8pp |
| Annual return | -3.52% | 3.54%-7.1pp | 735.21%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $333 | $2,169-84.7% | $5,298-93.7% | $2,111-84.2% |
| Participant deferral / active EE | $1,163 | $2,392-51.4% | $5,081-77.1% | $3,350-65.3% |
| Admin fee / account holder | $168 | $438-61.7% | $13,411-98.7% | $521-67.8% |