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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $14,632 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,261 | $36,916-1.8% | $156,551-76.8% | $57,658-37.1% |
| Participation rate | 74.4% | 63.4%+11.0pp | 84.0%-9.6pp | 70.2%+4.2pp |
| Annual return | 7.96% | 12.38%-4.4pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $781 | $1,571-50.3% | $5,501-85.8% | $1,974-60.4% |
| Participant deferral / active EE | $3,331 | $1,926+73.0% | $4,871-31.6% | $3,061+8.8% |
| Admin fee / account holder | $24 | $82-71.3% | $13,028-99.8% | $95-75.0% |