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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $40,266 |
Service code 64 · EIN 84-0467909 | Recordkeeping Fees | $33,361 |
AEGIS RETIREMENT PARTNERS3 years Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 13 | Contract Administrator | $7,251 |
AEGIS RETIREMENT PARTNERS3 years Filed as: AEGIS RETIREMENT PARTNERS,LLC Service code 13 86 BAKER AVENUE EXTENSION · CAMBRIDGE, MA 01742 | Contract Administrator | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $134,073 | $99,957+34.1% | $149,715-10.4% | $73,493+82.4% |
| Participation rate | 86.6% | 75.7%+10.9pp | 82.5%+4.1pp | 70.7%+15.9pp |
| Annual return | 13.88% | 53.87%-40.0pp | 276.66%-262.8pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,913 | $3,191-8.7% | $4,645-37.3% | $2,270+28.3% |
| Participant deferral / active EE | $9,212 | $6,073+51.7% | $6,842+34.6% | $3,740+146.3% |
| Admin fee / account holder | $549 | $551-0.2% | $9,310-94.1% | $513+7.1% |