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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $17,298 |
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 | $40,665 | $56,095-27.5% | $178,498-77.2% | $90,274-55.0% |
| Participation rate | 74.6% | 65.6%+9.1pp | 81.9%-7.3pp | 73.4%+1.3pp |
| Annual return | 24.85% | 28.81%-4.0pp | 151.09%-126.2pp | 53.97%-29.1pp |
| Employer contribution / active EE | $943 | $1,572-40.0% | $5,011-81.2% | $2,523-62.6% |
| Participant deferral / active EE | $3,620 | $2,669+35.7% | $5,202-30.4% | $4,231-14.4% |
| Admin fee / account holder | $17 | $101-82.7% | $13,985-99.9% | $114-84.7% |