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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $7,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,514 | $59,456-20.1% | $93,669-49.3% | $74,429-36.2% |
| Participation rate | 57.3% | 59.6%-2.3pp | 68.7%-11.4pp | 67.2%-9.9pp |
| Annual return | 13.10% | 82.00%-68.9pp | 133.59%-120.5pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,196 | $1,266-5.6% | $2,424-50.7% | $2,625-54.5% |
| Participant deferral / active EE | $2,599 | $3,052-14.8% | $4,416-41.1% | $4,348-40.2% |
| Admin fee / account holder | $59 | $3,026-98.0% | $8,291-99.3% | $1,944-97.0% |