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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $23,806 |
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 | $39,384 | $62,928-37.4% | $172,755-77.2% | $67,579-41.7% |
| Participation rate | 77.0% | 64.5%+12.5pp | 82.6%-5.6pp | 71.3%+5.7pp |
| Annual return | 20.27% | 30.36%-10.1pp | 802.94%-782.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $925 | $1,636-43.5% | $5,144-82.0% | $2,148-56.9% |
| Participant deferral / active EE | $3,734 | $2,145+74.1% | $5,198-28.2% | $3,539+5.5% |
| Admin fee / account holder | $29 | $167-82.5% | $13,955-99.8% | $142-79.5% |