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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 | $41,016-4.5% | $152,093-74.2% | $64,097-38.9% |
| Participation rate | 35.4% | 51.3%-15.9pp | 77.8%-42.4pp | 55.2%-19.8pp |
| Annual return | 11.89% | 39.60%-27.7pp | 66.36%-54.5pp | 34.64%-22.8pp |
| Employer contribution / active EE | $908 | $1,342-32.4% | $4,175-78.3% | $1,891-52.0% |
| Participant deferral / active EE | $1,458 | $1,927-24.3% | $5,451-73.2% | $3,080-52.6% |
| Admin fee / account holder | $62 | $2,305-97.3% | $14,497-99.6% | $3,454-98.2% |