Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $102,926 |
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 | $86,959 | $88,515-1.8% | $162,177-46.4% | $67,579+28.7% |
| Participation rate | 91.2% | 86.8%+4.4pp | 87.6%+3.7pp | 71.3%+19.9pp |
| Annual return | 80.37% | 27.04%+53.3pp | 115.60%-35.2pp | 378.56%-298.2pp |
| Employer contribution / active EE | $2,183 | $3,563-38.7% | $5,613-61.1% | $2,148+1.6% |
| Participant deferral / active EE | $4,547 | $5,724-20.6% | $7,297-37.7% | $3,539+28.5% |
| Admin fee / account holder | $117 | $124-5.1% | $10,843-98.9% | $142-17.5% |