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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH ST · BISMARCK, ND 58501 | Recordkeeping | $117,650 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUIT Service code 49 · EIN 13-1624203 730 3RD AVE · NEW YORK, NY 100173206 | Other Services | $20,441 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,697 | $84,948+4.4% | $70,462+25.9% | $73,412+20.8% |
| Participation rate | 83.8% | 79.9%+3.8pp | 75.1%+8.7pp | 72.2%+11.6pp |
| Annual return | 13.93% | 13.39%+0.5pp | 109.08%-95.1pp | 59.30%-45.4pp |
| Employer contribution / active EE | $3,319 | $2,834+17.1% | $2,737+21.3% | $2,234+48.6% |
| Participant deferral / active EE | $4,163 | $3,387+22.9% | $3,710+12.2% | $3,806+9.4% |
| Admin fee / account holder | $201 | $98+105.2% | $3,845-94.8% | $158+27.5% |