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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 PO BOX 938, 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $33,325 |
MIDWESTONE FINANCIAL GROUP, INC.2+ years Service code 16 102 S CLINTON ST · IOWA CITY, IA 522441700 | Consulting | $14,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,337 | $75,183-9.1% | $123,894-44.8% | $55,167+23.9% |
| Participation rate | 83.6% | 72.8%+10.8pp | 81.4%+2.2pp | 69.0%+14.6pp |
| Annual return | 3.43% | 19.01%-15.6pp | 47.52%-44.1pp | 169.23%-165.8pp |
| Employer contribution / active EE | $3,275 | $2,823+16.0% | $4,617-29.1% | $1,963+66.9% |
| Participant deferral / active EE | $3,969 | $5,084-21.9% | $5,984-33.7% | $3,054+29.9% |
| Admin fee / account holder | $406 | $663-38.7% | $8,357-95.1% | $504-19.4% |