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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $31,153 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Claims processing; Participant loan p... | $8,981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,337 | $100,801-65.9% | $149,745-77.1% | $73,412-53.2% |
| Participation rate | 88.0% | 77.7%+10.3pp | 82.5%+5.5pp | 72.2%+15.8pp |
| Annual return | 66.95% | 265.34%-198.4pp | 276.72%-209.8pp | 59.30%+7.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $11,935 | $6,404+86.4% | $6,843+74.4% | $3,806+213.6% |
| Admin fee / account holder | $56 | $181-68.8% | $9,312-99.4% | $158-64.3% |