Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $50,902+47.6% | $155,534-51.7% | $77,736-3.4% |
| Participation rate | 71.3% | 63.1%+8.2pp | 78.2%-6.9pp | 70.6%+0.7pp |
| Annual return | 16.09% | 34.85%-18.8pp | 64.92%-48.8pp | 31.26%-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+38.0% | $5,630-30.8% | $4,651-16.2% |
| Admin fee / account holder | $149 | $437-65.9% | $15,900-99.1% | $433-65.7% |