Filed November 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $74,519 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,706 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,766 | $81,948-33.2% | $90,760-39.7% | $64,819-15.5% |
| Participation rate | 96.1% | 80.5%+15.7pp | 75.7%+20.4pp | 71.5%+24.7pp |
| Annual return | -16.24% | -12.53%-3.7pp | -12.16%-4.1pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,934 | $3,067-36.9% | $2,922-33.8% | $2,507-22.8% |
| Participant deferral / active EE | $6,956 | $4,844+43.6% | $4,565+52.4% | $4,311+61.4% |
| Admin fee / account holder | $175 | $157+11.5% | $8,444-97.9% | $188-6.7% |