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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $6,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,286 | $75,388-73.1% | $123,553-83.6% | $55,725-63.6% |
| Participation rate | 55.6% | 75.7%-20.0pp | 82.3%-26.7pp | 70.9%-15.2pp |
| Annual return | 30.26% | 4.48%+25.8pp | 119.21%-88.9pp | 244.93%-214.7pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,812 | $5,651+20.5% | $6,426+6.0% | $3,356+103.0% |
| Admin fee / account holder | $53 | $120-55.5% | $9,284-99.4% | $115-53.8% |