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| Provider | Service type | Compensation |
|---|---|---|
HILLS BANK AND TRUST COMPANY7+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $21,968 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,144 | $61,156-42.5% | $185,823-81.1% | $79,386-55.7% |
| Participation rate | 47.9% | 66.6%-18.8pp | 81.7%-33.8pp | 70.7%-22.8pp |
| Annual return | 14.07% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $330 | $2,321-85.8% | $5,167-93.6% | $2,427-86.4% |
| Participant deferral / active EE | $1,193 | $2,789-57.2% | $5,568-78.6% | $4,046-70.5% |
| Admin fee / account holder | $244 | $710-65.6% | $16,237-98.5% | $626-61.0% |