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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $5,010 |
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 | $50,725 | $68,413-25.9% | $123,105-58.8% | $55,191-8.1% |
| Participation rate | 97.1% | 84.5%+12.6pp | 86.8%+10.3pp | 69.2%+28.0pp |
| Annual return | 11.22% | 6.30%+4.9pp | 13.22%-2.0pp | 10.78%+0.4pp |
| Employer contribution / active EE | $2,755 | $3,050-9.7% | $5,151-46.5% | $1,899+45.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $9 | $88-90.3% | $9,014-99.9% | $91-90.6% |