Filed January 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $19,658 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $8,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,730 | $54,320-17.7% | $67,652-33.9% | $52,331-14.5% |
| Participation rate | 72.5% | 73.6%-1.0pp | 75.7%-3.1pp | 68.1%+4.4pp |
| Annual return | -1.86% | 6.81%-8.7pp | 6625.40%-6627.3pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,077 | $2,950-63.5% | $3,560-69.7% | $3,022-64.4% |
| Admin fee / account holder | $325 | $527-38.3% | $4,821-93.3% | $592-45.1% |