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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $41,777 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Claims processing; Participant loan p... | $8,832 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $5,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,070 | $82,188-30.6% | $125,391-54.5% | $64,824-12.0% |
| Participation rate | 97.9% | 77.9%+20.0pp | 82.4%+15.5pp | 71.5%+26.4pp |
| Annual return | -11.20% | 3.50%-14.7pp | 572.41%-583.6pp | 32.84%-44.0pp |
| Employer contribution / active EE | $6,910 | $3,617+91.0% | $4,816+43.5% | $2,507+175.6% |
| Participant deferral / active EE | $14,701 | $7,177+104.8% | $7,448+97.4% | $4,311+241.0% |
| Admin fee / account holder | $147 | $163-10.1% | $10,009-98.5% | $188-21.9% |