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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 | $50,919+47.5% | $155,556-51.7% | $77,762-3.4% |
| Participation rate | 71.3% | 63.1%+8.2pp | 78.2%-6.9pp | 70.6%+0.7pp |
| Annual return | 16.09% | 34.84%-18.7pp | 64.84%-48.7pp | 31.27%-15.2pp |
| Employer contribution / active EE | $1,932 | $1,991-3.0% | $4,675-58.7% | $2,728-29.2% |
| Participant deferral / active EE | $3,896 | $2,824+37.9% | $5,631-30.8% | $4,651-16.2% |
| Admin fee / account holder | $149 | $437-65.9% | $15,885-99.1% | $433-65.6% |