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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $46,863 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,638 | $75,541+278.1% | $152,093+87.8% | $82,637+245.7% |
| Participation rate | 97.6% | 66.5%+31.1pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 15.73% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,873 | $2,622-28.6% | $4,175-55.1% | $2,552-26.6% |
| Participant deferral / active EE | $2,328 | $3,206-27.4% | $5,451-57.3% | $4,126-43.6% |
| Admin fee / account holder | $407 | $6,405-93.6% | $14,497-97.2% | $7,339-94.4% |