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 ST, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $89,062 |
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 | $61,217 | $80,005-23.5% | $140,019-56.3% | $55,725+9.9% |
| Participation rate | 89.8% | 87.0%+2.8pp | 87.5%+2.3pp | 70.9%+19.0pp |
| Annual return | -4.85% | 0.46%-5.3pp | 651.17%-656.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,392 | $3,403-29.7% | $5,605-57.3% | $2,078+15.1% |
| Participant deferral / active EE | $4,990 | $5,264-5.2% | $6,927-28.0% | $3,356+48.7% |
| Admin fee / account holder | $130 | $116+12.6% | $10,705-98.8% | $115+13.0% |