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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 | $46,688-49.7% | $189,758-87.6% | $69,733-66.3% |
| Participation rate | 90.1% | 61.7%+28.4pp | 79.8%+10.3pp | 62.5%+27.6pp |
| Annual return | 15.65% | 14.35%+1.3pp | 52.62%-37.0pp | 15.22%+0.4pp |
| Employer contribution / active EE | $101 | $1,695-94.0% | $4,767-97.9% | $2,250-95.5% |
| Participant deferral / active EE | $2,797 | $2,143+30.5% | $5,856-52.2% | $3,054-8.4% |
| Admin fee / account holder | $9 | $1,700-99.5% | $20,388-100.0% | $3,102-99.7% |