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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $1,452 |
Annual investment return 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 | $59,815 | $64,909-7.8% | $82,312-27.3% | $62,293-4.0% |
| Participation rate | 95.8% | 74.9%+20.9pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 10.48% | 21.18%-10.7pp | 25.88%-15.4pp | 28.90%-18.4pp |
| Employer contribution / active EE | $2,076 | $1,676+23.9% | $2,428-14.5% | $2,042+1.7% |
| Participant deferral / active EE | $1,948 | $3,103-37.2% | $3,706-47.4% | $3,169-38.5% |
| Admin fee / account holder | $9 | $440-97.9% | $5,608-99.8% | $479-98.1% |