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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $4,845 |
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 | $56,117 | $111,608-49.7% | $177,839-68.4% | $73,415-23.6% |
| Participation rate | 97.4% | 87.9%+9.5pp | 87.7%+9.7pp | 72.2%+25.2pp |
| Annual return | -3.64% | 18.23%-21.9pp | 48.33%-52.0pp | 59.30%-62.9pp |
| Employer contribution / active EE | $3,390 | $3,796-10.7% | $5,919-42.7% | $2,234+51.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $6 | $166-96.6% | $12,432-100.0% | $158-96.5% |