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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. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $69,672 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,550 | $46,100-22.9% | $86,582-58.9% | $69,631-48.9% |
| Participation rate | 75.1% | 67.2%+7.9pp | 73.5%+1.5pp | 70.7%+4.4pp |
| Annual return | 12.57% | 21.02%-8.5pp | 965.08%-952.5pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $2,825 | $1,850+52.7% | $2,839-0.5% | $2,032+39.0% |
| Participant deferral / active EE | $1,184 | $2,432-51.3% | $3,609-67.2% | $3,224-63.3% |
| Admin fee / account holder | $239 | $94+154.3% | $4,904-95.1% | $110+116.1% |