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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $20,329 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,142 | $71,057-22.4% | $93,654-41.1% | $80,874-31.8% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.0pp | 67.6%+3.1pp |
| Annual return | 13.82% | 11.26%+2.6pp | 133.34%-119.5pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,924 | $1,564+23.0% | $2,421-20.5% | $2,756-30.2% |
| Participant deferral / active EE | $4,534 | $4,034+12.4% | $4,413+2.7% | $4,297+5.5% |
| Admin fee / account holder | $182 | $6,944-97.4% | $8,282-97.8% | $6,935-97.4% |