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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $5,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,266 | $84,936-39.6% | $111,308-53.9% | $79,391-35.4% |
| Participation rate | 68.4% | 75.9%-7.4pp | 77.3%-8.9pp | 70.7%-2.3pp |
| Annual return | 21.85% | 17.45%+4.4pp | 54.67%-32.8pp | 116.88%-95.0pp |
| Employer contribution / active EE | $1,757 | $1,979-11.2% | $2,732-35.7% | $2,428-27.6% |
| Participant deferral / active EE | $3,103 | $3,888-20.2% | $4,487-30.9% | $4,046-23.3% |
| Admin fee / account holder | $39 | $537-92.8% | $7,965-99.5% | $627-93.8% |