Filed February 21, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $140,373 |
Filed as: HOWARD CAPITAL MANAGEMENT Service code 28 · EIN 76-0661984 1145 HEMBREE RD · ROSWELL, GA 30076 | Investment Management | $64,802 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,028 | $56,095-73.2% | $178,503-91.6% | $90,274-83.4% |
| Participation rate | 99.5% | 65.6%+34.0pp | 81.9%+17.6pp | 73.4%+26.2pp |
| Annual return | 24.62% | 28.81%-4.2pp | 151.12%-126.5pp | 53.97%-29.3pp |
| Employer contribution / active EE | $887 | $1,572-43.6% | $5,011-82.3% | $2,523-64.9% |
| Participant deferral / active EE | $2,154 | $2,669-19.3% | $5,202-58.6% | $4,231-49.1% |
| Admin fee / account holder | $110 | $101+9.1% | $13,987-99.2% | $114-3.7% |