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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $88,533 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,025 | $55,415-20.6% | $155,509-71.7% | $74,495-40.9% |
| Participation rate | 93.0% | 61.9%+31.0pp | 78.2%+14.8pp | 67.2%+25.8pp |
| Annual return | 11.02% | 268.50%-257.5pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,422 | $2,267-37.3% | $4,672-69.6% | $2,623-45.8% |
| Participant deferral / active EE | $5,319 | $2,836+87.6% | $5,626-5.5% | $4,346+22.4% |
| Admin fee / account holder | $251 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |