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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 | $76,407+273.8% | $150,298+90.0% | $82,448+246.4% |
| Participation rate | 97.6% | 66.4%+31.2pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 15.73% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,873 | $2,614-28.4% | $4,154-54.9% | $2,551-26.6% |
| Participant deferral / active EE | $2,328 | $3,214-27.6% | $5,453-57.3% | $4,139-43.8% |
| Admin fee / account holder | $407 | $6,352-93.6% | $14,116-97.1% | $7,234-94.4% |