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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 · EIN 26-3921633 2454 N. MCMULLEN BOOTH ROAD, ST 431 · CLEARWATER, FL 33759 | Contract Administrator | $15,195 |
Filed as: SOUNDERS FINANCIAL ADVISORS, LLC Service code 27 · EIN 82-4516448 | Advisory (Plan) | $14,635 |
Filed as: GREAT-WEST LIFE INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,090 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,892 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $2,011 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,060 | $95,406-33.9% | $185,849-66.1% | $85,847-26.5% |
| Participation rate | 73.8% | 68.8%+5.0pp | 81.7%-8.0pp | 69.3%+4.4pp |
| Annual return | 13.09% | 23.59%-10.5pp | 122.10%-109.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $1,265 | $3,314-61.8% | $5,169-75.5% | $2,565-50.7% |
| Participant deferral / active EE | $2,786 | $3,424-18.6% | $5,569-50.0% | $3,952-29.5% |
| Admin fee / account holder | $3,382 | $7,214-53.1% | $16,244-79.2% | $6,261-46.0% |