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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $4,015 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,696 | $111,491-41.1% | $189,534-65.3% | $86,828-24.3% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.8%+9.6pp | 72.3%+25.1pp |
| Annual return | 18.82% | 83.50%-64.7pp | 555.39%-536.6pp | 97.95%-79.1pp |
| Employer contribution / active EE | $3,718 | $3,951-5.9% | $6,162-39.7% | $2,406+54.5% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $5 | $189-97.5% | $12,049-100.0% | $170-97.3% |