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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $20,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,095 | $37,196-8.3% | $154,114-77.9% | $55,725-38.8% |
| Participation rate | 23.6% | 64.1%-40.5pp | 83.0%-59.4pp | 70.9%-47.2pp |
| Annual return | -2.65% | 1319.68%-1322.3pp | 735.16%-737.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $85 | $1,614-94.7% | $5,298-98.4% | $2,078-95.9% |
| Participant deferral / active EE | $736 | $2,068-64.4% | $5,081-85.5% | $3,356-78.1% |
| Admin fee / account holder | $137 | $102+35.3% | $13,411-99.0% | $115+19.4% |