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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 | $46,688-16.1% | $189,758-79.4% | $69,733-43.8% |
| Participation rate | 35.4% | 61.7%-26.3pp | 79.8%-44.4pp | 62.5%-27.0pp |
| Annual return | 11.89% | 14.35%-2.5pp | 52.62%-40.7pp | 15.22%-3.3pp |
| Employer contribution / active EE | $908 | $1,695-46.4% | $4,767-81.0% | $2,250-59.7% |
| Participant deferral / active EE | $1,458 | $2,143-31.9% | $5,856-75.1% | $3,054-52.3% |
| Admin fee / account holder | $62 | $1,700-96.3% | $20,388-99.7% | $3,102-98.0% |