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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $7,565 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,229 | $100,272-26.0% | $170,055-56.4% | $74,478-0.3% |
| Participation rate | 97.6% | 87.4%+10.3pp | 87.0%+10.6pp | 70.7%+26.9pp |
| Annual return | 31.40% | 66.12%-34.7pp | 53.43%-22.0pp | 34.37%-3.0pp |
| Employer contribution / active EE | $4,125 | $4,266-3.3% | $6,790-39.2% | $2,637+56.5% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $8 | $235-96.5% | $12,828-99.9% | $347-97.6% |