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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 62-0951563 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $5,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,976 | $50,947-68.6% | $74,551-78.6% | $64,173-75.1% |
| Participation rate | 64.0% | 61.1%+3.0pp | 69.1%-5.1pp | 69.6%-5.5pp |
| Annual return | -10.21% | -1.85%-8.4pp | 32.53%-42.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $503 | $1,115-54.9% | $1,961-74.4% | $2,381-78.9% |
| Participant deferral / active EE | $2,364 | $2,302+2.7% | $3,108-23.9% | $3,470-31.9% |
| Admin fee / account holder | $71 | $4,221-98.3% | $5,059-98.6% | $4,887-98.6% |