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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $137,133 |
MICHAEL F. YATES & COMPANY, INC.8+ years Filed as: MICHAEL T. STELTER & ASSOCIATES Service code 27 5090 STATE STREET, SUITE D200 · SAGINAW, MI 48603 | Advisory (Plan) | $104,236 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,644 | $39,973+6.7% | $79,580-46.4% | $77,906-45.3% |
| Participation rate | 82.0% | 64.6%+17.4pp | 69.5%+12.5pp | 73.7%+8.3pp |
| Annual return | -11.05% | 3.42%-14.5pp | 0.15%-11.2pp | 12.16%-23.2pp |
| Employer contribution / active EE | $1,765 | $1,088+62.3% | $2,413-26.8% | $2,846-38.0% |
| Participant deferral / active EE | $4,659 | $2,774+67.9% | $3,985+16.9% | $4,805-3.0% |
| Admin fee / account holder | $117 | $113+4.0% | $6,835-98.3% | $133-11.4% |