Filed January 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $17,524 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 | Accounting | $8,800 |
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.)
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 | $45,708 | $60,349-24.3% | $74,184-38.4% | $62,881-27.3% |
| Participation rate | 70.2% | 72.7%-2.5pp | 76.6%-6.4pp | 69.3%+0.9pp |
| Annual return | 1.60% | 21.38%-19.8pp | 17.74%-16.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,088 | $2,856-61.9% | $3,550-69.4% | $3,203-66.0% |
| Admin fee / account holder | $321 | $4,261-92.5% | $5,586-94.3% | $4,296-92.5% |