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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $41,832 |
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.
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 | $35,766 | $46,732-23.5% | $156,551-77.2% | $55,167-35.2% |
| Participation rate | 69.9% | 65.8%+4.1pp | 84.0%-14.1pp | 69.0%+0.9pp |
| Annual return | 3.62% | 17.72%-14.1pp | 32.23%-28.6pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,149 | $2,105-45.4% | $5,501-79.1% | $1,963-41.5% |
| Participant deferral / active EE | $2,171 | $2,204-1.5% | $4,871-55.4% | $3,054-28.9% |
| Admin fee / account holder | $249 | $418-40.5% | $13,028-98.1% | $504-50.6% |