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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $5,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,128 | $77,638-90.8% | $156,551-95.4% | $62,881-88.7% |
| Participation rate | 53.2% | 71.2%-18.0pp | 84.0%-30.8pp | 69.3%-16.1pp |
| Annual return | 19.04% | 50.33%-31.3pp | 32.23%-13.2pp | 20.14%-1.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $719 | $3,046-76.4% | $4,871-85.2% | $3,203-77.5% |
| Admin fee / account holder | $120 | $5,561-97.8% | $13,028-99.1% | $4,296-97.2% |