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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $24,831 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MGMT CO Service code 64 · EIN 26-0058143 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,960 | $46,360+14.2% | $147,617-64.1% | $52,331+1.2% |
| Participation rate | 48.6% | 64.9%-16.3pp | 84.6%-36.0pp | 68.1%-19.5pp |
| Annual return | 1.16% | 1.62%-0.5pp | 61.98%-60.8pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,229 | $2,126-42.2% | $5,564-77.9% | $1,882-34.7% |
| Participant deferral / active EE | $2,168 | $2,258-4.0% | $4,895-55.7% | $3,022-28.3% |
| Admin fee / account holder | $314 | $766-59.0% | $11,612-97.3% | $592-46.9% |