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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 1776 PLEASANT PLAIN ROAD · FRAIRFIELD, IA 52556 | Indirect Investment Fees | $8,476 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 59 · EIN 23-1945930 | Shareholder Servicing | $720 |
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING Service code 15 5750 CASTLE CREEK PKWY · INDIANAPOLIS, IN 46250 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,046 | $52,884-65.9% | $84,750-78.7% | $55,167-67.3% |
| Participation rate | 43.0% | 67.5%-24.5pp | 76.6%-33.6pp | 69.0%-26.0pp |
| Annual return | 4.67% | 18.03%-13.4pp | 22.78%-18.1pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,693 | $2,644-36.0% | $3,712-54.4% | $3,054-44.6% |
| Admin fee / account holder | $106 | $581-81.7% | $5,332-98.0% | $504-79.0% |