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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $56,981 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,621 | $37,044+15.1% | $71,796-40.6% | $57,658-26.1% |
| Participation rate | 88.8% | 61.1%+27.7pp | 69.1%+19.7pp | 70.2%+18.6pp |
| Annual return | 6.87% | 12.64%-5.8pp | 78.04%-71.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $737 | $720+2.3% | $1,924-61.7% | $1,974-62.7% |
| Participant deferral / active EE | $2,886 | $1,974+46.2% | $2,794+3.3% | $3,061-5.7% |
| Admin fee / account holder | $200 | $101+98.1% | $4,815-95.8% | $95+111.5% |