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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN QUALIFIED PLANS, INC. Service code 13 · EIN 94-2826846 220 S. LIVERMORE AVE · LIVERMORE, CA 94550 | Contract Administrator | $8,425 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,288 | $75,183-67.7% | $123,894-80.4% | $55,167-56.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.43% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,752 | $2,823-2.5% | $4,617-40.4% | $1,963+40.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $78 | $663-88.2% | $8,357-99.1% | $504-84.5% |