Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $65,186 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,877 | $86,897-3.5% | $151,639-44.7% | $64,819+29.4% |
| Participation rate | 90.9% | 87.3%+3.6pp | 87.5%+3.4pp | 71.5%+19.4pp |
| Annual return | -12.73% | -3.57%-9.2pp | 3.34%-16.1pp | 32.84%-45.6pp |
| Employer contribution / active EE | $2,531 | $4,010-36.9% | $6,165-59.0% | $2,507+0.9% |
| Participant deferral / active EE | $5,624 | $6,690-15.9% | $8,363-32.8% | $4,311+30.5% |
| Admin fee / account holder | $67 | $153-56.1% | $11,613-99.4% | $188-64.2% |