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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $40,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,452 | $44,425+2.3% | $67,834-33.0% | $55,167-17.6% |
| Participation rate | 62.6% | 59.7%+2.9pp | 68.8%-6.2pp | 69.0%-6.4pp |
| Annual return | 4.38% | 17.80%-13.4pp | 138.47%-134.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $877 | $1,351-35.1% | $2,403-63.5% | $1,963-55.3% |
| Participant deferral / active EE | $1,720 | $2,166-20.6% | $3,160-45.6% | $3,054-43.7% |
| Admin fee / account holder | $252 | $530-52.5% | $4,622-94.6% | $504-50.0% |