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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $16,696 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $9,608 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,025 | $73,638-56.5% | $95,960-66.6% | $73,493-56.4% |
| Participation rate | 22.0% | 76.2%-54.2pp | 77.1%-55.1pp | 70.7%-48.7pp |
| Annual return | 13.93% | 16.78%-2.9pp | 91.63%-77.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $505 | $3,617-86.0% | $4,167-87.9% | $3,740-86.5% |
| Admin fee / account holder | $462 | $482-4.1% | $6,797-93.2% | $513-9.9% |