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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $38,832 |
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 | $0 | $63,314-100.0% | $91,004-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 75.6%-75.6pp | 69.5%-69.5pp |
| Annual return | 13.58% | 21.00%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $735 | $1,807-59.3% | $2,456-70.1% | $2,042-64.0% |
| Participant deferral / active EE | $2,022 | $2,944-31.3% | $3,548-43.0% | $3,169-36.2% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |