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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN RD, · FAIRFIELD, IA 52556 | Advisory (Plan) | $17,082 |
THE VANGUARD GROUP, INC.3 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $12,506 |
CONSIDINE & CONSIDINE3 years Filed as: CONSIDINE AND CONSIDINE Service code 10 8989 RIO SAN DIEGO DR, · SAN DIEGO, CA 92108 | Accounting | $10,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,002 | $46,688+15.7% | $189,758-71.5% | $69,733-22.6% |
| Participation rate | 97.7% | 61.7%+36.0pp | 79.8%+17.9pp | 62.5%+35.2pp |
| Annual return | 9.80% | 14.35%-4.6pp | 52.62%-42.8pp | 15.22%-5.4pp |
| Employer contribution / active EE | $7,692 | $1,695+353.9% | $4,767+61.4% | $2,250+241.8% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $250 | $1,700-85.3% | $20,388-98.8% | $3,102-91.9% |