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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST · DUBUQUE, IA 52001 | Recordkeeping | $12,035 |
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 | $101,643 | $81,474+24.8% | $133,971-24.1% | $73,493+38.3% |
| Participation rate | 76.9% | 76.4%+0.5pp | 79.8%-3.0pp | 70.7%+6.2pp |
| Annual return | 9.51% | 19.40%-9.9pp | 45.09%-35.6pp | 28.51%-19.0pp |
| Employer contribution / active EE | $1,621 | $2,209-26.6% | $3,919-58.6% | $2,270-28.6% |
| Participant deferral / active EE | $3,529 | $3,786-6.8% | $5,047-30.1% | $3,740-5.6% |
| Admin fee / account holder | $75 | $713-89.5% | $8,929-99.2% | $513-85.3% |