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| 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 | $62,086+94.1% | $90,259+33.5% | $64,340+87.3% |
| Participation rate | 39.1% | 53.9%-14.8pp | 70.7%-31.7pp | 55.2%-16.2pp |
| Annual return | 22.31% | 16.73%+5.6pp | 18.88%+3.4pp | 24.14%-1.8pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,291-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,929 | $2,557+53.6% | $3,827+2.7% | $2,980+31.8% |
| Admin fee / account holder | $24 | $3,317-99.3% | $7,267-99.7% | $3,703-99.4% |