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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $41,584 |
AMERICAN REALTY ADVISORS1+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 42-1174407 | Recordkeeping | $38,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,401 | $39,819+39.1% | $67,834-18.3% | $57,658-3.9% |
| Participation rate | 65.6% | 61.2%+4.4pp | 68.8%-3.2pp | 70.2%-4.6pp |
| Annual return | -2.23% | 9.19%-11.4pp | 138.47%-140.7pp | 5.13%-7.4pp |
| Employer contribution / active EE | $2,043 | $1,277+60.0% | $2,403-15.0% | $1,974+3.5% |
| Participant deferral / active EE | $2,597 | $2,209+17.5% | $3,160-17.8% | $3,061-15.2% |
| Admin fee / account holder | $433 | $84+417.7% | $4,622-90.6% | $95+357.9% |