Filed August 2, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $6,470 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,768 | $132,049+43.0% | $200,582-5.9% | $74,304+154.0% |
| Participation rate | 99.1% | 84.1%+15.0pp | 86.9%+12.2pp | 60.3%+38.7pp |
| Annual return | 13.30% | 22.22%-8.9pp | 42.33%-29.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $8,329 | $4,558+82.8% | $6,419+29.8% | $2,241+271.6% |
| Participant deferral / active EE | $8,053 | $7,213+11.6% | $9,331-13.7% | $3,767+113.8% |
| Admin fee / account holder | $0 | $2,405-100.0% | $16,305-100.0% | $2,969-100.0% |