Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $131,121 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,785 | $111,608-12.4% | $177,848-45.0% | $73,412+33.2% |
| Participation rate | 91.2% | 87.9%+3.3pp | 87.7%+3.5pp | 72.2%+19.0pp |
| Annual return | 13.79% | 18.23%-4.4pp | 48.33%-34.5pp | 59.30%-45.5pp |
| Employer contribution / active EE | $2,476 | $3,796-34.8% | $5,919-58.2% | $2,234+10.9% |
| Participant deferral / active EE | $5,233 | $6,199-15.6% | $7,714-32.2% | $3,806+37.5% |
| Admin fee / account holder | $145 | $166-12.3% | $12,431-98.8% | $158-8.0% |