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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $8,701 |
BLEAKLEY FINANCIAL GROUP LLC11+ years Filed as: BLEAKLEY FINANCIAL GROUP Service code 27 100 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | Advisory (Plan) | $6,760 |
FORVIS, LLP8 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,535-100.0% | $105,223-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | -99.99% | 237.85%-337.8pp | 180.65%-280.6pp | 220.34%-320.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |