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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN ST · DUBUQUE, IA 52001 | Recordkeeping | $12,945 |
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 | $94,702 | $86,341+9.7% | $125,192-24.4% | $65,185+45.3% |
| Participation rate | 72.9% | 75.3%-2.4pp | 79.8%-6.9pp | 70.2%+2.7pp |
| Annual return | 16.76% | 27.44%-10.7pp | 43.79%-27.0pp | 29.38%-12.6pp |
| Employer contribution / active EE | $644 | $2,040-68.4% | $3,866-83.3% | $2,177-70.4% |
| Participant deferral / active EE | $3,575 | $3,538+1.0% | $4,937-27.6% | $3,514+1.7% |
| Admin fee / account holder | $76 | $609-87.5% | $9,704-99.2% | $847-91.0% |