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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $63,489 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Claims processing; Direct payment fro... | $15,435 |
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 | $48,813 | $95,417-48.8% | $135,974-64.1% | $74,460-34.4% |
| Participation rate | 91.5% | 78.2%+13.3pp | 81.9%+9.6pp | 70.7%+20.8pp |
| Annual return | 24.29% | 32.76%-8.5pp | 68.30%-44.0pp | 34.38%-10.1pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $13,790 | $7,789+77.0% | $7,760+77.7% | $4,530+204.4% |
| Admin fee / account holder | $77 | $266-71.2% | $10,767-99.3% | $348-78.0% |