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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $2,071 |
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 | $63,466 | $65,378-2.9% | $87,103-27.1% | $65,186-2.6% |
| Participation rate | 89.4% | 75.3%+14.1pp | 76.9%+12.5pp | 70.2%+19.2pp |
| Annual return | 17.33% | 31.28%-13.9pp | 28.19%-10.9pp | 29.39%-12.1pp |
| Employer contribution / active EE | $1,208 | $1,823-33.7% | $2,521-52.1% | $2,177-44.5% |
| Participant deferral / active EE | $2,093 | $3,389-38.2% | $4,049-48.3% | $3,514-40.4% |
| Admin fee / account holder | $12 | $520-97.7% | $7,491-99.8% | $847-98.6% |