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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 | $45,343+19.1% | $150,298-64.1% | $67,986-20.6% |
| Participation rate | 97.7% | 51.9%+45.8pp | 77.8%+19.9pp | 57.2%+40.5pp |
| Annual return | 9.80% | 33.28%-23.5pp | 62.79%-53.0pp | 31.67%-21.9pp |
| Employer contribution / active EE | $7,692 | $1,462+426.2% | $4,154+85.2% | $2,019+281.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $250 | $2,250-88.9% | $14,116-98.2% | $3,203-92.2% |