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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST INVESTMENT SERVICES Service code 55 1244 119TH ST · WHITING, IN 46394 | Other Commissions | $6,273 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Employer contribution per participant 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 | $61,687 | $99,011-37.7% | $86,582-28.8% | $147,586-58.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.83% | 1312.75%-1298.9pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,809 | $3,972+71.4% | $3,609+88.7% | $5,439+25.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |