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| 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 | $59,467-20.1% | $93,727-49.3% | $74,478-36.2% |
| Participation rate | 57.3% | 59.6%-2.3pp | 68.7%-11.4pp | 67.2%-9.9pp |
| Annual return | 13.10% | 82.14%-69.0pp | 133.83%-120.7pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,196 | $1,267-5.6% | $2,421-50.6% | $2,626-54.5% |
| Participant deferral / active EE | $2,599 | $3,052-14.8% | $4,417-41.2% | $4,350-40.2% |
| Admin fee / account holder | $59 | $3,028-98.0% | $8,292-99.3% | $1,946-97.0% |