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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $3,611 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,360 | $84,936-23.0% | $111,308-41.3% | $79,391-17.7% |
| Participation rate | 95.8% | 75.9%+20.0pp | 77.3%+18.5pp | 70.7%+25.1pp |
| Annual return | 9.49% | 17.45%-8.0pp | 54.67%-45.2pp | 116.88%-107.4pp |
| Employer contribution / active EE | $2,365 | $1,979+19.5% | $2,732-13.4% | $2,428-2.6% |
| Participant deferral / active EE | $2,488 | $3,888-36.0% | $4,487-44.5% | $4,046-38.5% |
| Admin fee / account holder | $18 | $537-96.6% | $7,965-99.8% | $627-97.1% |