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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $32,298 |
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 | $48,478 | $52,967-8.5% | $172,753-71.9% | $65,186-25.6% |
| Participation rate | 68.7% | 66.2%+2.5pp | 82.6%-13.9pp | 70.2%-1.5pp |
| Annual return | 17.90% | 30.12%-12.2pp | 803.00%-785.1pp | 29.39%-11.5pp |
| Employer contribution / active EE | $1,366 | $2,190-37.6% | $5,144-73.4% | $2,177-37.2% |
| Participant deferral / active EE | $2,839 | $2,471+14.9% | $5,198-45.4% | $3,514-19.2% |
| Admin fee / account holder | $174 | $472-63.2% | $13,956-98.8% | $847-79.5% |