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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 | Participant loan processing; Direct p... | $37,678 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,265 | $106,110-42.3% | $147,005-58.3% | $77,671-21.1% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 19.67% | 56.77%-37.1pp | 418.76%-399.1pp | 31.21%-11.5pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $14,801 | $7,992+85.2% | $8,070+83.4% | $4,648+218.4% |
| Admin fee / account holder | $134 | $338-60.2% | $13,006-99.0% | $430-68.8% |