Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $193,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,888 | $100,227-6.3% | $169,993-44.8% | $74,419+26.2% |
| Participation rate | 85.6% | 87.3%-1.7pp | 87.0%-1.4pp | 70.7%+14.9pp |
| Annual return | 17.39% | 66.08%-48.7pp | 53.37%-36.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,975 | $4,263-30.2% | $6,785-56.2% | $2,637+12.8% |
| Participant deferral / active EE | $6,138 | $7,143-14.1% | $10,408-41.0% | $4,528+35.6% |
| Admin fee / account holder | $203 | $234-13.5% | $12,815-98.4% | $348-41.7% |