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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $5,932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,168 | $45,343-13.6% | $150,298-73.9% | $67,986-42.4% |
| Participation rate | 35.4% | 51.9%-16.5pp | 77.8%-42.4pp | 57.2%-21.8pp |
| Annual return | 11.89% | 33.28%-21.4pp | 62.79%-50.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $908 | $1,462-37.9% | $4,154-78.1% | $2,019-55.0% |
| Participant deferral / active EE | $1,458 | $2,055-29.0% | $5,453-73.3% | $3,358-56.6% |
| Admin fee / account holder | $62 | $2,250-97.2% | $14,116-99.6% | $3,203-98.0% |