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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FARFIELD, IA 52556 | Advisory (Participants) | $12,039 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,009 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,306 | $49,471-50.9% | $79,583-69.5% | $66,949-63.7% |
| Participation rate | 99.1% | 61.4%+37.8pp | 69.5%+29.6pp | 69.8%+29.3pp |
| Annual return | -14.01% | 84.30%-98.3pp | 0.16%-14.2pp | 1.57%-15.6pp |
| Employer contribution / active EE | $4,332 | $1,266+242.2% | $2,414+79.5% | $2,545+70.2% |
| Participant deferral / active EE | $3,042 | $3,160-3.7% | $3,986-23.7% | $4,239-28.2% |
| Admin fee / account holder | $156 | $595-73.8% | $6,835-97.7% | $594-73.7% |