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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $89,703 |
GRAY, GRAY & GRAY2 years Filed as: GRAY GRAY AND GRAY Service code 49 · EIN 04-2088368 | Other Services | $17,000 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $8,120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,072 | $106,247-25.6% | $147,096-46.2% | $77,714+1.7% |
| Participation rate | 97.1% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 37.92% | 56.87%-18.9pp | 419.75%-381.8pp | 31.26%+6.7pp |
| Employer contribution / active EE | $8,207 | $4,069+101.7% | $4,936+66.3% | $2,727+201.0% |
| Participant deferral / active EE | $15,330 | $7,996+91.7% | $8,071+89.9% | $4,649+229.7% |
| Admin fee / account holder | $121 | $338-64.3% | $13,005-99.1% | $433-72.1% |