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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $14,561 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,372 | $59,819-39.2% | $79,583-54.3% | $68,490-46.9% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | -16.84% | -12.30%-4.5pp | 0.16%-17.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,005 | $1,505+99.6% | $2,414+24.5% | $2,597+15.7% |
| Participant deferral / active EE | $7,172 | $3,025+137.1% | $3,986+79.9% | $4,028+78.1% |
| Admin fee / account holder | $112 | $4,835-97.7% | $6,835-98.4% | $5,403-97.9% |