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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,888 | $100,272-6.4% | $170,043-44.8% | $74,460+26.1% |
| Participation rate | 85.6% | 87.4%-1.8pp | 87.0%-1.4pp | 70.7%+14.9pp |
| Annual return | 17.39% | 66.12%-48.7pp | 53.40%-36.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,975 | $4,266-30.3% | $6,790-56.2% | $2,638+12.8% |
| Participant deferral / active EE | $6,138 | $7,147-14.1% | $10,410-41.0% | $4,530+35.5% |
| Admin fee / account holder | $203 | $235-13.6% | $12,824-98.4% | $348-41.7% |