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| Provider | Service type | Compensation |
|---|---|---|
HILLS BANK AND TRUST COMPANY6+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $18,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,807 | $58,895-40.9% | $178,503-80.5% | $73,497-52.6% |
| Participation rate | 46.8% | 66.2%-19.4pp | 81.9%-35.1pp | 70.7%-23.9pp |
| Annual return | 18.14% | 24.86%-6.7pp | 151.12%-133.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $345 | $2,236-84.6% | $5,011-93.1% | $2,270-84.8% |
| Participant deferral / active EE | $1,177 | $2,567-54.2% | $5,202-77.4% | $3,740-68.5% |
| Admin fee / account holder | $211 | $400-47.3% | $13,987-98.5% | $513-58.9% |