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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $7,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,700 | $78,529-58.4% | $105,591-69.0% | $74,400-56.0% |
| Participation rate | 56.9% | 72.8%-15.9pp | 75.3%-18.4pp | 67.2%-10.3pp |
| Annual return | 10.93% | 15.94%-5.0pp | 116.43%-105.5pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $1,230 | $2,522-51.2% | $3,166-61.1% | $2,624-53.1% |
| Participant deferral / active EE | $2,369 | $4,321-45.2% | $5,008-52.7% | $4,348-45.5% |
| Admin fee / account holder | $44 | $2,216-98.0% | $11,024-99.6% | $1,944-97.7% |