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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $109,901 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,749 | $50,902+11.5% | $155,534-63.5% | $77,736-27.0% |
| Participation rate | 98.0% | 63.1%+34.9pp | 78.2%+19.7pp | 70.6%+27.4pp |
| Annual return | 12.45% | 34.85%-22.4pp | 64.92%-52.5pp | 31.26%-18.8pp |
| Employer contribution / active EE | $2,279 | $1,991+14.4% | $4,675-51.2% | $2,728-16.5% |
| Participant deferral / active EE | $4,497 | $2,824+59.2% | $5,630-20.1% | $4,651-3.3% |
| Admin fee / account holder | $260 | $437-40.5% | $15,900-98.4% | $433-40.0% |