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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $3,433 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,000 | $65,437-9.8% | $86,698-31.9% | $66,949-11.9% |
| Participation rate | 98.8% | 75.5%+23.3pp | 76.6%+22.2pp | 69.8%+29.0pp |
| Annual return | -9.02% | -10.91%+1.9pp | 35.96%-45.0pp | 1.57%-10.6pp |
| Employer contribution / active EE | $2,494 | $2,154+15.8% | $2,837-12.1% | $2,545-2.0% |
| Participant deferral / active EE | $2,939 | $4,102-28.4% | $4,656-36.9% | $4,239-30.7% |
| Admin fee / account holder | $16 | $642-97.5% | $7,492-99.8% | $594-97.3% |