Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $35,264 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,279 | $65,820-66.2% | $108,745-79.5% | $57,658-61.4% |
| Participation rate | 91.1% | 72.7%+18.4pp | 77.7%+13.4pp | 70.2%+20.9pp |
| Annual return | 24.81% | 21.32%+3.5pp | 46.22%-21.4pp | 5.13%+19.7pp |
| Employer contribution / active EE | $1,988 | $2,285-13.0% | $3,323-40.2% | $1,974+0.7% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $56 | $91-38.5% | $6,144-99.1% | $95-40.7% |