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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 21 · EIN 85-0020635 | Bank Trustee | $5,889 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,925 | $42,396-88.4% | $67,313-92.7% | $56,289-91.3% |
| Participation rate | 73.6% | 61.0%+12.6pp | 69.1%+4.6pp | 69.9%+3.8pp |
| Annual return | -37.00% | -36.63%-0.4pp | -4.08%-32.9pp | -9.96%-27.0pp |
| Employer contribution / active EE | $1,304 | $1,414-7.7% | $2,566-49.2% | $2,111-38.2% |
| Participant deferral / active EE | $2,767 | $2,360+17.3% | $3,568-22.5% | $3,350-17.4% |
| Admin fee / account holder | $32 | $510-93.8% | $4,507-99.3% | $521-93.9% |