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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BANK Service code 27 800 N SHORELINE · CORPUS CHRISTI, TX 78401 | Advisory (Plan) | $10,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,221 | $55,453-43.7% | $170,435-81.7% | $62,293-49.9% |
| Participation rate | 62.0% | 66.4%-4.4pp | 83.6%-21.6pp | 69.5%-7.6pp |
| Annual return | 13.80% | 21.38%-7.6pp | 205.94%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $996 | $2,164-54.0% | $5,432-81.7% | $2,042-51.3% |
| Participant deferral / active EE | $1,486 | $2,303-35.5% | $4,939-69.9% | $3,169-53.1% |
| Admin fee / account holder | $83 | $455-81.8% | $13,881-99.4% | $479-82.7% |