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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $41,526 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,450 | $61,391+11.5% | $149,723-54.3% | $71,529-4.3% |
| Participation rate | 70.4% | 62.5%+7.9pp | 78.8%-8.4pp | 67.9%+2.5pp |
| Annual return | 18.33% | 35.88%-17.5pp | 134.50%-116.2pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,779 | $2,384-25.4% | $4,821-63.1% | $2,590-31.3% |
| Participant deferral / active EE | $3,732 | $2,921+27.8% | $5,682-34.3% | $4,291-13.0% |
| Admin fee / account holder | $199 | $1,264-84.3% | $13,215-98.5% | $1,588-87.5% |