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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $52,228 |
BLEAKLEY FINANCIAL GROUP LLC8+ years Filed as: BLEAKLEY FINANCIAL GROUP Service code 27 100 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | Advisory (Plan) | $40,282 |
FORVIS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,707 | $64,138-0.7% | $112,258-43.2% | $66,930-4.8% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.1%+16.6pp | 69.8%+21.9pp |
| Annual return | -15.37% | -13.81%-1.6pp | 27.47%-42.8pp | 1.57%-16.9pp |
| Employer contribution / active EE | $2,181 | $3,006-27.4% | $3,636-40.0% | $2,545-14.3% |
| Participant deferral / active EE | $6,172 | $3,694+67.1% | $4,728+30.5% | $4,238+45.6% |
| Admin fee / account holder | $647 | $625+3.4% | $6,411-89.9% | $593+9.0% |