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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $5,185 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,734 | $129,227-25.9% | $184,256-48.0% | $77,762+23.1% |
| Participation rate | 96.9% | 87.4%+9.5pp | 86.8%+10.0pp | 70.6%+26.3pp |
| Annual return | 29.87% | 33.24%-3.4pp | 28.85%+1.0pp | 31.27%-1.4pp |
| Employer contribution / active EE | $4,188 | $4,412-5.1% | $6,427-34.8% | $2,728+53.5% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $6 | $256-97.8% | $13,899-100.0% | $433-98.7% |