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 ADVISORS3 years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $38,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,045 | $49,255-16.7% | $70,494-41.8% | $79,856-48.6% |
| Participation rate | 89.4% | 69.2%+20.2pp | 75.1%+14.3pp | 69.6%+19.7pp |
| Annual return | 2.75% | 30.10%-27.4pp | 109.16%-106.4pp | 31.71%-29.0pp |
| Employer contribution / active EE | $2,292 | $2,100+9.2% | $2,738-16.3% | $2,471-7.2% |
| Participant deferral / active EE | $2,050 | $2,768-25.9% | $3,711-44.7% | $3,741-45.2% |
| Admin fee / account holder | $335 | $2,879-88.4% | $3,848-91.3% | $5,306-93.7% |