Filed October 4, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 24 · EIN 62-0951563 | Discretionary Trustee | $146,758 |
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 | $100,439 | $91,692+9.5% | $67,561+48.7% | $77,714+29.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.35% | 14.88%-3.5pp | 3525.44%-3514.1pp | 31.26%-19.9pp |
| Employer contribution / active EE | $9,076 | $3,188+184.7% | $2,735+231.9% | $2,727+232.8% |
| Participant deferral / active EE | $5,837 | $3,912+49.2% | $4,003+45.8% | $4,649+25.5% |
| Admin fee / account holder | $199 | $245-18.6% | $4,006-95.0% | $433-54.0% |