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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $57,177 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Claims processing; Participant loan p... | $14,377 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,418 | $106,264+3.0% | $147,117-25.6% | $77,762+40.7% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 16.25% | 56.94%-40.7pp | 420.54%-404.3pp | 31.27%-15.0pp |
| Employer contribution / active EE | $9,311 | $4,074+128.6% | $4,932+88.8% | $2,728+241.3% |
| Participant deferral / active EE | $20,919 | $8,003+161.4% | $8,065+159.4% | $4,651+349.8% |
| Admin fee / account holder | $168 | $334-49.8% | $12,993-98.7% | $433-61.2% |