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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 | Recordkeeping | $12,635 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $3,173 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,879 | $65,453-25.3% | $86,698-43.6% | $66,938-27.0% |
| Participation rate | 98.4% | 75.5%+22.9pp | 76.6%+21.8pp | 69.8%+28.5pp |
| Annual return | -12.97% | -10.89%-2.1pp | 35.95%-48.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $3,825 | $2,154+77.6% | $2,837+34.8% | $2,545+50.3% |
| Participant deferral / active EE | $4,572 | $4,102+11.5% | $4,656-1.8% | $4,238+7.9% |
| Admin fee / account holder | $73 | $642-88.6% | $7,493-99.0% | $594-87.7% |