Filed November 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $75,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,163 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,642 | $93,131-24.1% | $106,551-33.7% | $86,813-18.6% |
| Participation rate | 95.2% | 81.4%+13.8pp | 76.1%+19.1pp | 72.3%+22.9pp |
| Annual return | 15.65% | 19.45%-3.8pp | 26.80%-11.2pp | 97.93%-82.3pp |
| Employer contribution / active EE | $1,793 | $2,895-38.1% | $2,819-36.4% | $2,406-25.5% |
| Participant deferral / active EE | $6,745 | $4,708+43.3% | $4,398+53.4% | $4,131+63.3% |
| Admin fee / account holder | $199 | $145+37.3% | $7,408-97.3% | $170+17.5% |