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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 | $78,690+263.0% | $161,489+76.9% | $87,485+226.5% |
| Participation rate | 97.6% | 67.5%+30.2pp | 78.7%+19.0pp | 68.9%+28.7pp |
| Annual return | 15.73% | 32.74%-17.0pp | 89.72%-74.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,873 | $2,588-27.6% | $4,268-56.1% | $2,596-27.9% |
| Participant deferral / active EE | $2,328 | $3,311-29.7% | $5,630-58.6% | $4,274-45.5% |
| Admin fee / account holder | $407 | $6,724-93.9% | $16,006-97.5% | $7,775-94.8% |