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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST RETIREMENT Service code 13 · EIN 42-0114010 895 MAIN STREET · DUBUQUE, IA 52004 | Contract Administrator | $9,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,227 | $58,726-62.2% | $92,239-75.9% | $62,293-64.3% |
| Participation rate | 54.0% | 68.3%-14.3pp | 76.5%-22.5pp | 69.5%-15.5pp |
| Annual return | 13.53% | 43.62%-30.1pp | 176.29%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $337 | $2,392-85.9% | $3,680-90.9% | $2,042-83.5% |
| Participant deferral / active EE | $1,365 | $2,766-50.6% | $3,897-65.0% | $3,169-56.9% |
| Admin fee / account holder | $93 | $556-83.2% | $5,194-98.2% | $479-80.5% |