Filed January 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $6,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,996 | $65,437-58.7% | $86,698-68.9% | $66,949-59.7% |
| Participation rate | 37.4% | 75.5%-38.0pp | 76.6%-39.2pp | 69.8%-32.4pp |
| Annual return | -15.67% | -10.91%-4.8pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $896 | $4,102-78.2% | $4,656-80.8% | $4,239-78.9% |
| Admin fee / account holder | $78 | $642-87.9% | $7,492-99.0% | $594-86.9% |