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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $10,902 |
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 | $98,302 | $71,192+38.1% | $117,861-16.6% | $62,293+57.8% |
| Participation rate | 72.3% | 74.2%-2.0pp | 79.7%-7.4pp | 69.5%+2.7pp |
| Annual return | 14.05% | 18.66%-4.6pp | 335.11%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,248 | $1,934+16.3% | $3,786-40.6% | $2,042+10.1% |
| Participant deferral / active EE | $3,739 | $3,189+17.2% | $4,482-16.6% | $3,169+18.0% |
| Admin fee / account holder | $68 | $587-88.5% | $8,021-99.2% | $479-85.9% |