Filed July 12, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 24 · EIN 62-0951563 | Discretionary Trustee | $46,525 |
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.
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 | $120,711 | $69,774+73.0% | $67,575+78.6% | $74,459+62.1% |
| Participation rate | 52.0% | 71.4%-19.4pp | 72.9%-20.9pp | 67.2%-15.2pp |
| Annual return | 11.26% | -40.53%+51.8pp | 3528.98%-3517.7pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $2,500 | $2,710-7.8% | $2,736-8.6% | $2,626-4.8% |
| Participant deferral / active EE | $3,712 | $3,636+2.1% | $4,003-7.3% | $4,350-14.7% |
| Admin fee / account holder | $182 | $890-79.6% | $3,993-95.4% | $1,945-90.7% |