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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $18,419 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,565 | $80,177-78.1% | $123,894-85.8% | $57,658-69.5% |
| Participation rate | 97.0% | 74.4%+22.5pp | 81.4%+15.6pp | 70.2%+26.7pp |
| Annual return | 0.84% | 17.90%-17.1pp | 47.52%-46.7pp | 5.13%-4.3pp |
| Employer contribution / active EE | $1,641 | $2,913-43.7% | $4,617-64.5% | $1,974-16.9% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $52 | $106-51.0% | $8,357-99.4% | $95-44.9% |