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| Provider | Service type | Compensation |
|---|---|---|
CITY STATE BANK2+ years Service code 21 1104 SUNSET DR · NORWALK, IA 50211 | Bank Trustee | $18,336 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,956 | $51,466-49.6% | $78,778-67.1% | $62,293-58.3% |
| Participation rate | 77.6% | 59.8%+17.8pp | 69.2%+8.4pp | 69.5%+8.1pp |
| Annual return | -1.92% | 19.96%-21.9pp | 35.62%-37.5pp | 28.90%-30.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $928 | $2,147-56.8% | $2,958-68.6% | $3,169-70.7% |
| Admin fee / account holder | $204 | $489-58.4% | $5,134-96.0% | $479-57.5% |