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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $9,559 |
ACCEL WEALTH MANAGEMENT1 year Service code 16 100 EAST 2ND STREET SUITE 205 · CEDAR FALLS, IA 50613 | Consulting | $1,226 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,515 | $46,332-90.3% | $143,799-96.9% | $64,819-93.0% |
| Participation rate | 94.6% | 64.2%+30.4pp | 80.3%+14.3pp | 71.5%+23.2pp |
| Annual return | -23.91% | -10.05%-13.9pp | -0.04%-23.9pp | 32.84%-56.8pp |
| Employer contribution / active EE | $231 | $1,911-87.9% | $4,952-95.3% | $2,507-90.8% |
| Participant deferral / active EE | $1,485 | $2,647-43.9% | $5,638-73.7% | $4,311-65.6% |
| Admin fee / account holder | $29 | $154-80.8% | $14,677-99.8% | $188-84.3% |