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 | $95,330 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,111 | $71,802-19.1% | $133,975-56.6% | $57,658+0.8% |
| Participation rate | 90.0% | 85.5%+4.5pp | 87.1%+2.9pp | 70.2%+19.8pp |
| Annual return | 4.47% | 13.51%-9.0pp | 29.29%-24.8pp | 5.13%-0.7pp |
| Employer contribution / active EE | $2,265 | $3,161-28.4% | $5,211-56.5% | $1,974+14.7% |
| Participant deferral / active EE | $4,620 | $4,606+0.3% | $6,282-26.5% | $3,061+50.9% |
| Admin fee / account holder | $143 | $88+63.5% | $9,324-98.5% | $95+51.6% |