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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $34,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,112 | $50,860+47.7% | $155,574-51.7% | $77,714-3.3% |
| Participation rate | 71.3% | 63.1%+8.2pp | 78.2%-6.9pp | 70.6%+0.7pp |
| Annual return | 16.09% | 34.86%-18.8pp | 64.87%-48.8pp | 31.26%-15.2pp |
| Employer contribution / active EE | $1,932 | $1,991-3.0% | $4,676-58.7% | $2,727-29.2% |
| Participant deferral / active EE | $3,896 | $2,825+37.9% | $5,629-30.8% | $4,649-16.2% |
| Admin fee / account holder | $149 | $436-65.9% | $15,914-99.1% | $433-65.7% |