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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $11,033 |
TOROSO INVESTMENTS3 years Filed as: TOROSO INVESTMENTS LLC Service code 16 623 5TH AVENUE, 15TH FLOOR · NEW YORK, NY 10022 | Consulting | $6,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,137 | $91,198-88.9% | $178,503-94.3% | $79,856-87.3% |
| Participation rate | 49.4% | 69.2%-19.9pp | 81.9%-32.6pp | 69.6%-20.3pp |
| Annual return | -0.14% | 24.20%-24.3pp | 151.12%-151.3pp | 31.71%-31.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,205 | $3,237-62.8% | $5,202-76.8% | $3,741-67.8% |
| Admin fee / account holder | $232 | $6,748-96.6% | $13,987-98.3% | $5,306-95.6% |