Filed March 3, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $42,889 |
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.
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 | $81,581 | $69,977+16.6% | $108,582-24.9% | $62,881+29.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -0.07% | 10.73%-10.8pp | -51.70%+51.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $5,032 | $2,135+135.7% | $3,758+33.9% | $2,281+120.6% |
| Participant deferral / active EE | $4,035 | $3,165+27.5% | $4,311-6.4% | $3,203+26.0% |
| Admin fee / account holder | $386 | $5,076-92.4% | $7,645-94.9% | $4,296-91.0% |