Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $37,164 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,889 | $68,544-71.0% | $115,752-82.8% | $69,631-71.4% |
| Participation rate | 89.3% | 74.0%+15.4pp | 77.8%+11.6pp | 70.7%+18.7pp |
| Annual return | -8.51% | 20.97%-29.5pp | 19.41%-27.9pp | 27571.02%-27579.5pp |
| Employer contribution / active EE | $1,664 | $2,400-30.6% | $3,492-52.3% | $2,032-18.1% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $63 | $90-30.0% | $6,278-99.0% | $110-42.7% |