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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $29,495 |
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 | $56,854 | $48,261+17.8% | $68,793-17.4% | $55,725+2.0% |
| Participation rate | 63.7% | 71.0%-7.3pp | 72.2%-8.5pp | 70.9%-7.1pp |
| Annual return | -5.45% | -2.61%-2.8pp | -4.63%-0.8pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,711 | $1,742-1.8% | $2,625-34.8% | $2,078-17.7% |
| Participant deferral / active EE | $3,140 | $2,712+15.8% | $3,311-5.2% | $3,356-6.4% |
| Admin fee / account holder | $55 | $126-56.3% | $5,131-98.9% | $115-52.1% |