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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS11+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $85,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,067 | $49,468-6.9% | $150,298-69.3% | $103,975-55.7% |
| Participation rate | 25.0% | 58.1%-33.1pp | 77.8%-52.8pp | 72.5%-47.5pp |
| Annual return | 19.02% | 38.98%-20.0pp | 62.79%-43.8pp | 19.41%-0.4pp |
| Employer contribution / active EE | $627 | $1,670-62.5% | $4,154-84.9% | $3,722-83.2% |
| Participant deferral / active EE | $1,851 | $2,650-30.2% | $5,453-66.1% | $5,343-65.4% |
| Admin fee / account holder | $33 | $385-91.5% | $14,116-99.8% | $332-90.2% |