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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,477 | $49,915-53.0% | $154,803-84.8% | $74,304-68.4% |
| Participation rate | 90.1% | 54.0%+36.1pp | 78.1%+12.0pp | 60.3%+29.7pp |
| Annual return | 15.65% | 34.06%-18.4pp | 58.88%-43.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $101 | $1,611-93.7% | $4,305-97.7% | $2,241-95.5% |
| Participant deferral / active EE | $2,797 | $2,255+24.0% | $5,540-49.5% | $3,767-25.8% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |