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 year Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 62-0951563 | Investment Management | $1,732 |
SHADE TREE PARTNERS LLC2 years Service code 16 13140 COIT ROAD, SUITE 107 · DALLAS, TX 75240 | Consulting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,699 | $43,133-79.8% | $89,414-90.3% | $73,493-88.2% |
| Participation rate | 73.8% | 55.0%+18.8pp | 68.0%+5.8pp | 70.7%+3.1pp |
| Annual return | 14.86% | 135.66%-120.8pp | 245.50%-230.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $959 | $1,438-33.3% | $2,586-62.9% | $2,270-57.8% |
| Participant deferral / active EE | $1,735 | $2,445-29.0% | $3,890-55.4% | $3,740-53.6% |
| Admin fee / account holder | $23 | $444-94.9% | $4,883-99.5% | $513-95.6% |