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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.
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 | $43,496-10.0% | $161,489-75.7% | $64,340-39.1% |
| Participation rate | 35.4% | 53.5%-18.1pp | 78.7%-43.3pp | 55.2%-19.8pp |
| Annual return | 11.89% | 20.76%-8.9pp | 89.72%-77.8pp | 24.14%-12.3pp |
| Employer contribution / active EE | $908 | $1,431-36.5% | $4,268-78.7% | $1,862-51.2% |
| Participant deferral / active EE | $1,458 | $1,996-26.9% | $5,630-74.1% | $2,980-51.1% |
| Admin fee / account holder | $62 | $2,330-97.3% | $16,006-99.6% | $3,703-98.3% |