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: 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 | $78,636-58.4% | $105,607-69.0% | $74,459-56.1% |
| Participation rate | 56.9% | 72.8%-15.8pp | 75.3%-18.4pp | 67.2%-10.3pp |
| Annual return | 10.93% | 15.96%-5.0pp | 116.11%-105.2pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $1,230 | $2,523-51.3% | $3,167-61.2% | $2,626-53.2% |
| Participant deferral / active EE | $2,369 | $4,322-45.2% | $5,011-52.7% | $4,350-45.5% |
| Admin fee / account holder | $44 | $2,220-98.0% | $10,958-99.6% | $1,945-97.7% |