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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $60,068 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,287 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $187,672 | $277,327-32.3% | $154,108+21.8% | - |
| Participation rate | 91.9% | 62.7%+29.2pp | 83.0%+8.9pp | - |
| Annual return | -5.54% | -3.82%-1.7pp | 735.21%-740.7pp | - |
| Employer contribution / active EE | $16,776 | $1,922+773.1% | $5,298+216.7% | - |
| Participant deferral / active EE | $1,757 | $1,965-10.6% | $5,081-65.4% | - |
| Admin fee / account holder | $479 | $104,675-99.5% | $13,411-96.4% | - |