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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $42,323 |
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 | $272,040 | $81,331+234.5% | $155,534+74.9% | $80,935+236.1% |
| Participation rate | 94.0% | 66.3%+27.7pp | 78.2%+15.8pp | 67.7%+26.3pp |
| Annual return | 13.14% | 33.37%-20.2pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $8,993 | $3,105+189.7% | $4,675+92.4% | $2,757+226.2% |
| Participant deferral / active EE | $2,757 | $3,454-20.2% | $5,630-51.0% | $4,299-35.9% |
| Admin fee / account holder | $401 | $7,999-95.0% | $15,900-97.5% | $6,924-94.2% |