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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $79,507 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Direct payment from the plan; Partici... | $37,678 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,265 | $106,264-42.3% | $147,117-58.4% | $77,762-21.2% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 19.67% | 56.94%-37.3pp | 420.54%-400.9pp | 31.27%-11.6pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $14,801 | $8,003+84.9% | $8,065+83.5% | $4,651+218.2% |
| Admin fee / account holder | $134 | $334-59.8% | $12,993-99.0% | $433-68.9% |