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| 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 | $71,230-22.6% | $93,727-41.2% | $80,959-31.9% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.1pp | 67.7%+3.1pp |
| Annual return | 13.82% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,924 | $1,565+22.9% | $2,421-20.6% | $2,757-30.2% |
| Participant deferral / active EE | $4,534 | $4,037+12.3% | $4,417+2.6% | $4,300+5.4% |
| Admin fee / account holder | $182 | $6,961-97.4% | $8,292-97.8% | $6,925-97.4% |