Filed January 3, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 520040938 | Recordkeeping | $30,112 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 16 11315 JOHNS CREEK PARKWAY · JOHNS CREEK, GA 30097 | Consulting | $11,202 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,649 | $65,125-23.8% | $143,797-65.5% | $66,949-25.8% |
| Participation rate | 71.4% | 65.2%+6.2pp | 80.3%-8.9pp | 69.8%+1.6pp |
| Annual return | -17.70% | -11.13%-6.6pp | -0.04%-17.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $616 | $2,362-73.9% | $4,952-87.6% | $2,545-75.8% |
| Participant deferral / active EE | $3,693 | $2,920+26.5% | $5,638-34.5% | $4,239-12.9% |
| Admin fee / account holder | $211 | $503-58.1% | $14,679-98.6% | $594-64.5% |