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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 520040938 | Recordkeeping | $49,564 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 16 11315 JOHNS CREEK PARKWAY · JOHNS CREEK, GA 30097 | Consulting | $14,803 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,274 | $61,391-5.1% | $149,723-61.1% | $71,529-18.5% |
| Participation rate | 70.9% | 62.5%+8.3pp | 78.8%-7.9pp | 67.9%+2.9pp |
| Annual return | 16.71% | 35.88%-19.2pp | 134.50%-117.8pp | 28.97%-12.3pp |
| Employer contribution / active EE | $549 | $2,384-77.0% | $4,821-88.6% | $2,590-78.8% |
| Participant deferral / active EE | $3,772 | $2,921+29.2% | $5,682-33.6% | $4,291-12.1% |
| Admin fee / account holder | $460 | $1,264-63.6% | $13,215-96.5% | $1,588-71.1% |