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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6 years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $10,382 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,504 | $76,112-37.6% | $96,544-50.8% | $71,529-33.6% |
| Participation rate | 81.1% | 74.4%+6.7pp | 76.0%+5.1pp | 67.9%+13.1pp |
| Annual return | 15.49% | 22.80%-7.3pp | 25.88%-10.4pp | 28.97%-13.5pp |
| Employer contribution / active EE | $2,400 | $2,248+6.8% | $2,966-19.1% | $2,590-7.3% |
| Participant deferral / active EE | $3,974 | $4,217-5.8% | $4,851-18.1% | $4,291-7.4% |
| Admin fee / account holder | $51 | $2,708-98.1% | $8,254-99.4% | $1,588-96.8% |