Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 200 RESERVOIR STREET, SUITE 100 · NEEDHAM, MA 02494 | Other Services | $6,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,515 | $63,904+88.6% | $89,340+34.9% | $67,986+77.3% |
| Participation rate | 39.1% | 54.3%-15.3pp | 69.6%-30.5pp | 57.2%-18.1pp |
| Annual return | 22.31% | 18.09%+4.2pp | 20.57%+1.7pp | 31.67%-9.4pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,929 | $2,691+46.0% | $3,823+2.8% | $3,358+17.0% |
| Admin fee / account holder | $24 | $3,315-99.3% | $6,704-99.6% | $3,203-99.3% |