Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $14,148 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $9,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,340 | $65,376-59.7% | $87,104-69.8% | $65,185-59.6% |
| Participation rate | 27.6% | 75.3%-47.7pp | 76.9%-49.3pp | 70.2%-42.6pp |
| Annual return | 37.05% | 31.27%+5.8pp | 28.19%+8.9pp | 29.38%+7.7pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $644 | $3,388-81.0% | $4,048-84.1% | $3,514-81.7% |
| Admin fee / account holder | $413 | $520-20.5% | $7,491-94.5% | $847-51.2% |