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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $33,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,561 | $47,977-11.3% | $154,108-72.4% | $56,289-24.4% |
| Participation rate | 65.9% | 66.2%-0.3pp | 83.0%-17.1pp | 69.9%-4.0pp |
| Annual return | -6.21% | 3.54%-9.7pp | 735.21%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,191 | $2,169-45.1% | $5,298-77.5% | $2,111-43.6% |
| Participant deferral / active EE | $2,374 | $2,392-0.8% | $5,081-53.3% | $3,350-29.1% |
| Admin fee / account holder | $194 | $438-55.8% | $13,411-98.6% | $521-62.8% |