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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT SERVICES, Service code 15 · EIN 83-3455979 | Recordkeeping | $12,483 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,580 | $45,343-74.5% | $150,298-92.3% | $67,986-83.0% |
| Participation rate | 78.0% | 51.9%+26.1pp | 77.8%+0.2pp | 57.2%+20.8pp |
| Annual return | 9.12% | 33.28%-24.2pp | 62.79%-53.7pp | 31.67%-22.5pp |
| Employer contribution / active EE | $524 | $1,462-64.1% | $4,154-87.4% | $2,019-74.0% |
| Participant deferral / active EE | $1,543 | $2,055-24.9% | $5,453-71.7% | $3,358-54.0% |
| Admin fee / account holder | $35 | $2,250-98.4% | $14,116-99.8% | $3,203-98.9% |