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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $29,500 |
QUAD CITY INVESTMENT ADVISORS7+ years Service code 16 · EIN 36-4327538 | Consulting | $17,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,729 | $64,138+7.2% | $112,258-38.8% | $66,930+2.7% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.1%+0.9pp | 69.8%+6.1pp |
| Annual return | 5.25% | -13.81%+19.1pp | 27.47%-22.2pp | 1.57%+3.7pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,129 | $3,694+11.8% | $4,728-12.7% | $4,238-2.6% |
| Admin fee / account holder | $407 | $625-34.9% | $6,411-93.7% | $593-31.4% |