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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $22,902 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,107 | $65,453-40.3% | $86,691-54.9% | $66,930-41.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -13.78% | -10.89%-2.9pp | 35.94%-49.7pp | 1.57%-15.4pp |
| Employer contribution / active EE | $3,727 | $2,154+73.0% | $2,837+31.4% | $2,545+46.5% |
| Participant deferral / active EE | $2,405 | $4,102-41.4% | $4,656-48.3% | $4,238-43.2% |
| Admin fee / account holder | $149 | $642-76.8% | $7,492-98.0% | $593-74.9% |