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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $69,468 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Direct payment from the plan; Partici... | $11,783 |
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 | $135,144 | $88,360+52.9% | $145,433-7.1% | $67,986+98.8% |
| Participation rate | 97.4% | 65.5%+31.9pp | 82.1%+15.3pp | 57.2%+40.2pp |
| Annual return | 23.24% | 63.15%-39.9pp | 66.58%-43.3pp | 31.67%-8.4pp |
| Employer contribution / active EE | $9,707 | $3,054+217.9% | $4,554+113.1% | $2,019+380.9% |
| Participant deferral / active EE | $21,733 | $5,932+266.4% | $7,897+175.2% | $3,358+547.2% |
| Admin fee / account holder | $227 | $3,313-93.1% | $13,129-98.3% | $3,203-92.9% |