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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $5,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,126 | $74,024-76.9% | $78,002-78.0% | $57,658-70.3% |
| Participation rate | 48.3% | 79.7%-31.4pp | 75.5%-27.2pp | 70.2%-21.9pp |
| Annual return | 8.14% | 12.14%-4.0pp | 425.99%-417.8pp | 5.13%+3.0pp |
| Employer contribution / active EE | $799 | $2,365-66.2% | $2,470-67.7% | $1,974-59.5% |
| Participant deferral / active EE | $1,152 | $3,533-67.4% | $3,497-67.0% | $3,061-62.3% |
| Admin fee / account holder | $24 | $93-74.8% | $5,481-99.6% | $95-75.1% |