Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $23,335 |
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 | $14,111 | $82,093-82.8% | $379,746-96.3% | $73,412-80.8% |
| Participation rate | 86.2% | 76.8%+9.4pp | 78.4%+7.7pp | 72.2%+14.0pp |
| Annual return | -27.99% | 18.89%-46.9pp | 34.90%-62.9pp | 59.30%-87.3pp |
| Employer contribution / active EE | $1,898 | $2,847-33.3% | $3,540-46.4% | $2,234-15.0% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,806-100.0% |
| Admin fee / account holder | $33 | $128-74.0% | $7,927-99.6% | $158-79.0% |