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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $17,996 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,230 | $72,620+16.0% | $90,760-7.2% | $66,938+25.8% |
| Participation rate | 83.6% | 73.7%+9.9pp | 75.7%+7.9pp | 69.8%+13.8pp |
| Annual return | -13.90% | -12.28%-1.6pp | -12.16%-1.7pp | 1.58%-15.5pp |
| Employer contribution / active EE | $900 | $2,369-62.0% | $2,922-69.2% | $2,545-64.6% |
| Participant deferral / active EE | $2,803 | $3,979-29.6% | $4,565-38.6% | $4,238-33.9% |
| Admin fee / account holder | $159 | $707-77.5% | $8,444-98.1% | $594-73.2% |