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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $44,577 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $11,392 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,312 | $77,920+213.5% | $149,723+63.2% | $75,177+225.0% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.3pp | 67.2%+27.9pp |
| Annual return | 14.27% | 31.72%-17.5pp | 134.50%-120.2pp | 160.75%-146.5pp |
| Employer contribution / active EE | $10,264 | $3,138+227.1% | $4,821+112.9% | $2,671+284.3% |
| Participant deferral / active EE | $2,200 | $3,411-35.5% | $5,682-61.3% | $4,126-46.7% |
| Admin fee / account holder | $475 | $5,951-92.0% | $13,215-96.4% | $5,651-91.6% |