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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,915 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,477 | $43,496-46.0% | $161,489-85.5% | $64,340-63.5% |
| Participation rate | 90.1% | 53.5%+36.5pp | 78.7%+11.4pp | 55.2%+34.8pp |
| Annual return | 15.65% | 20.76%-5.1pp | 89.72%-74.1pp | 24.14%-8.5pp |
| Employer contribution / active EE | $101 | $1,431-92.9% | $4,268-97.6% | $1,862-94.6% |
| Participant deferral / active EE | $2,797 | $1,996+40.1% | $5,630-50.3% | $2,980-6.2% |
| Admin fee / account holder | $9 | $2,330-99.6% | $16,006-99.9% | $3,703-99.8% |