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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $9,282 |
TOROSO INVESTMENTS1 year Filed as: TOROSO INVESTMENTS LLC Service code 16 623 5TH AVENUE, 15TH FLOOR · NEW YORK, NY 10022 | Consulting | $5,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,387 | $47,977-78.3% | $154,108-93.3% | $56,289-81.5% |
| Participation rate | 50.0% | 66.2%-16.2pp | 83.0%-33.0pp | 69.9%-19.9pp |
| Annual return | 4.77% | 3.54%+1.2pp | 735.21%-730.4pp | -9.96%+14.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,215 | $2,392-49.2% | $5,081-76.1% | $3,350-63.7% |
| Admin fee / account holder | $205 | $438-53.3% | $13,411-98.5% | $521-60.7% |