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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 855 MAIN ST., 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $9,299 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $5,538 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,762 | $56,918-68.8% | $182,531-90.3% | $65,185-72.8% |
| Participation rate | 96.2% | 66.5%+29.7pp | 78.0%+18.2pp | 70.2%+26.0pp |
| Annual return | 36.53% | 27.67%+8.9pp | 148.57%-112.0pp | 29.38%+7.1pp |
| Employer contribution / active EE | $3,981 | $1,615+146.6% | $4,075-2.3% | $2,177+82.9% |
| Participant deferral / active EE | $3,009 | $3,526-14.7% | $5,525-45.5% | $3,514-14.4% |
| Admin fee / account holder | $98 | $531-81.6% | $8,593-98.9% | $847-88.5% |