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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 | $11,013 |
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.
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 | $102,350 | $63,924+60.1% | $108,582-5.7% | $55,167+85.5% |
| Participation rate | 65.9% | 74.3%-8.4pp | 79.6%-13.6pp | 69.0%-3.0pp |
| Annual return | 3.22% | 15.31%-12.1pp | -51.70%+54.9pp | 169.23%-166.0pp |
| Employer contribution / active EE | $2,194 | $1,879+16.7% | $3,758-41.6% | $1,963+11.8% |
| Participant deferral / active EE | $3,559 | $3,067+16.0% | $4,311-17.5% | $3,054+16.5% |
| Admin fee / account holder | $72 | $618-88.3% | $7,645-99.1% | $504-85.6% |