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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 84-1406022 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $22,741 |
Filed as: MID ATLANTIC FIN MGMT 532 Service code 28 PO BOX 23368 · PITTSBURGH, PA 15222 | Investment Management | $13,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,649 | $85,171-8.8% | $172,752-55.1% | $72,975+6.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.51% | 27.32%-8.8pp | 802.97%-784.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $5,128 | $3,324+54.3% | $5,144-0.3% | $2,440+110.2% |
| Participant deferral / active EE | $4,122 | $3,260+26.4% | $5,198-20.7% | $3,608+14.2% |
| Admin fee / account holder | $377 | $5,880-93.6% | $13,955-97.3% | $5,124-92.6% |