Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $1,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $19,511 | $22,714-14.1% | $59,496-67.2% | $55,191-64.6% |
| Participation rate | 14.7% | 37.5%-22.8pp | 54.6%-39.9pp | 69.2%-54.5pp |
| Annual return | 1.57% | -44.01%+45.6pp | 182.05%-180.5pp | 10.78%-9.2pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $218 | $843-74.1% | $1,829-88.1% | $3,046-92.8% |
| Admin fee / account holder | $23 | $83-73.0% | $2,232-99.0% | $91-75.2% |