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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST Service code 15 · EIN 42-0114010 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $7,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,396 | $28,416-88.1% | $73,550-95.4% | $69,631-95.1% |
| Participation rate | 14.6% | 38.3%-23.7pp | 54.9%-40.3pp | 70.7%-56.1pp |
| Annual return | 0.00% | -694.13%+694.1pp | -15.16%+15.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $204 | $430-52.7% | $1,219-83.3% | $2,032-90.0% |
| Participant deferral / active EE | $340 | $897-62.1% | $1,804-81.2% | $3,224-89.5% |
| Admin fee / account holder | $72 | $104-30.9% | $2,320-96.9% | $110-34.7% |