Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $29,361 |
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 | $15,770 | $64,286-75.5% | $106,387-85.2% | $55,725-71.7% |
| Participation rate | 84.6% | 75.2%+9.4pp | 77.5%+7.1pp | 70.9%+13.7pp |
| Annual return | -22.19% | 0.84%-23.0pp | 0.25%-22.4pp | 244.93%-267.1pp |
| Employer contribution / active EE | $1,995 | $2,367-15.7% | $3,520-43.3% | $2,078-4.0% |
| Participant deferral / active EE | $0 | $4,158-100.0% | $5,421-100.0% | $3,356-100.0% |
| Admin fee / account holder | $56 | $102-44.9% | $7,510-99.2% | $115-51.1% |