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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $4,040 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,112 | $79,209-25.4% | $102,434-42.3% | $74,459-20.6% |
| Participation rate | 95.8% | 74.8%+21.1pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 8.97% | 54.98%-46.0pp | 29.46%-20.5pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $2,413 | $2,362+2.1% | $3,023-20.2% | $2,626-8.1% |
| Participant deferral / active EE | $2,641 | $4,417-40.2% | $5,055-47.8% | $4,350-39.3% |
| Admin fee / account holder | $16 | $2,002-99.2% | $9,462-99.8% | $1,945-99.2% |