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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $46,351 |
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 | $62,807 | $70,917-11.4% | $98,916-36.5% | $73,493-14.5% |
| Participation rate | 76.6% | 73.8%+2.8pp | 76.0%+0.6pp | 70.7%+5.9pp |
| Annual return | 10.48% | 34.18%-23.7pp | 196.45%-186.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,485 | $2,037-27.1% | $2,689-44.8% | $2,270-34.6% |
| Participant deferral / active EE | $2,781 | $3,501-20.6% | $4,245-34.5% | $3,740-25.6% |
| Admin fee / account holder | $425 | $535-20.5% | $6,642-93.6% | $513-17.1% |