Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST Service code 13 · EIN 62-0951563 | Contract Administrator | $65,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,966 | $76,112-46.2% | $96,534-57.6% | $71,511-42.7% |
| Participation rate | 65.1% | 74.4%-9.3pp | 76.0%-10.9pp | 67.9%-2.8pp |
| Annual return | 20.79% | 22.81%-2.0pp | 25.88%-5.1pp | 28.86%-8.1pp |
| Employer contribution / active EE | $2,394 | $2,248+6.5% | $2,965-19.3% | $2,589-7.6% |
| Participant deferral / active EE | $4,165 | $4,217-1.2% | $4,851-14.1% | $4,291-2.9% |
| Admin fee / account holder | $361 | $2,708-86.7% | $8,253-95.6% | $1,588-77.2% |