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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $6,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,357 | $53,925+24.9% | $75,501-10.8% | $69,631-3.3% |
| Participation rate | 62.9% | 71.2%-8.3pp | 72.4%-9.5pp | 70.7%-7.8pp |
| Annual return | 16.78% | 17.84%-1.1pp | 27.35%-10.6pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,692 | $1,802-6.1% | $2,352-28.0% | $2,032-16.7% |
| Participant deferral / active EE | $3,007 | $2,569+17.0% | $3,142-4.3% | $3,224-6.7% |
| Admin fee / account holder | $15 | $97-84.5% | $5,801-99.7% | $110-86.3% |