Filed October 4, 2023
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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 | $36,791 |
Service code 16 535 STONE CUTTERS WAY · MOUNTPELIER, VT 05602 | Consulting | $32,794 |
PREMISE CAPITAL, LLC1 year Service code 28 300 EAST 5TH AVE, STE 265 · NAPERVILLE, IA 60563 | Investment Management | $15,635 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,372 | $69,383-7.2% | $101,275-36.4% | $73,497-12.4% |
| Participation rate | 89.4% | 68.4%+21.0pp | 75.8%+13.6pp | 70.7%+18.7pp |
| Annual return | 11.15% | 18.46%-7.3pp | 46.48%-35.3pp | 28.51%-17.4pp |
| Employer contribution / active EE | $7,641 | $2,628+190.7% | $3,660+108.8% | $2,270+236.6% |
| Participant deferral / active EE | $6,694 | $3,301+102.8% | $4,371+53.2% | $3,740+79.0% |
| Admin fee / account holder | $451 | $704-35.9% | $5,948-92.4% | $513-12.1% |