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| Provider | Service type | Compensation |
|---|---|---|
HILLS BANK AND TRUST COMPANY8+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $19,922 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,404 | $65,125-56.4% | $143,797-80.2% | $66,949-57.6% |
| Participation rate | 46.0% | 65.2%-19.2pp | 80.3%-34.4pp | 69.8%-23.9pp |
| Annual return | -18.31% | -11.13%-7.2pp | -0.04%-18.3pp | 1.57%-19.9pp |
| Employer contribution / active EE | $314 | $2,362-86.7% | $4,952-93.7% | $2,545-87.7% |
| Participant deferral / active EE | $1,132 | $2,920-61.3% | $5,638-79.9% | $4,239-73.3% |
| Admin fee / account holder | $237 | $503-52.8% | $14,679-98.4% | $594-60.0% |