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 ADVISORS10+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $52,393 |
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 | $37,726 | $53,216-29.1% | $155,534-75.7% | $199,960-81.1% |
| Participation rate | 35.9% | 64.1%-28.2pp | 78.2%-42.3pp | 72.0%-36.1pp |
| Annual return | 12.49% | 41.18%-28.7pp | 64.92%-52.4pp | 34.28%-21.8pp |
| Employer contribution / active EE | $415 | $1,848-77.5% | $4,675-91.1% | $3,036-86.3% |
| Participant deferral / active EE | $1,742 | $3,164-44.9% | $5,630-69.1% | $5,087-65.8% |
| Admin fee / account holder | $42 | $186-77.4% | $15,900-99.7% | $269-84.4% |