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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 | $129,095-25.8% | $184,185-48.0% | $77,692+23.2% |
| Participation rate | 96.9% | 87.3%+9.5pp | 86.8%+10.0pp | 70.6%+26.3pp |
| Annual return | 29.87% | 33.29%-3.4pp | 28.81%+1.1pp | 31.25%-1.4pp |
| Employer contribution / active EE | $4,188 | $4,410-5.0% | $6,426-34.8% | $2,726+53.6% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $6 | $256-97.8% | $13,909-100.0% | $431-98.7% |