Filed March 3, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 520040938 | Recordkeeping | $80,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,636 | $88,117+1.7% | $164,928-45.7% | $74,400+20.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 28.46% | 17.27%+11.2pp | 70.08%-41.6pp | 1367.51%-1339.1pp |
| Employer contribution / active EE | $5,179 | $2,596+99.4% | $4,343+19.2% | $2,624+97.3% |
| Participant deferral / active EE | $4,622 | $4,501+2.7% | $6,034-23.4% | $4,348+6.3% |
| Admin fee / account holder | $252 | $2,230-88.7% | $12,684-98.0% | $1,944-87.0% |