Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $3,099 |
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 | $63,499 | $76,112-16.6% | $96,544-34.2% | $71,529-11.2% |
| Participation rate | 96.1% | 74.4%+21.7pp | 76.0%+20.1pp | 67.9%+28.2pp |
| Annual return | 10.98% | 22.80%-11.8pp | 25.88%-14.9pp | 28.97%-18.0pp |
| Employer contribution / active EE | $2,435 | $2,248+8.3% | $2,966-17.9% | $2,590-6.0% |
| Participant deferral / active EE | $3,032 | $4,217-28.1% | $4,851-37.5% | $4,291-29.3% |
| Admin fee / account holder | $14 | $2,708-99.5% | $8,254-99.8% | $1,588-99.1% |