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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 | $45,343-48.2% | $150,298-84.4% | $67,986-65.5% |
| Participation rate | 90.1% | 51.9%+38.2pp | 77.8%+12.3pp | 57.2%+32.8pp |
| Annual return | 15.65% | 33.28%-17.6pp | 62.79%-47.1pp | 31.67%-16.0pp |
| Employer contribution / active EE | $101 | $1,462-93.1% | $4,154-97.6% | $2,019-95.0% |
| Participant deferral / active EE | $2,797 | $2,055+36.1% | $5,453-48.7% | $3,358-16.7% |
| Admin fee / account holder | $9 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |