Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $43,496+24.2% | $161,489-66.6% | $64,340-16.1% |
| Participation rate | 97.7% | 53.5%+44.2pp | 78.7%+19.0pp | 55.2%+42.4pp |
| Annual return | 9.80% | 20.76%-11.0pp | 89.72%-79.9pp | 24.14%-14.3pp |
| Employer contribution / active EE | $7,692 | $1,431+437.7% | $4,268+80.2% | $1,862+313.2% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $250 | $2,330-89.3% | $16,006-98.4% | $3,703-93.2% |