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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $39,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,565 | $63,905-67.8% | $74,184-72.3% | $57,658-64.3% |
| Participation rate | 54.7% | 79.8%-25.0pp | 76.6%-21.9pp | 70.2%-15.5pp |
| Annual return | 10.17% | 60.60%-50.4pp | 17.74%-7.6pp | 5.13%+5.0pp |
| Employer contribution / active EE | $894 | $1,840-51.4% | $2,370-62.3% | $1,974-54.7% |
| Participant deferral / active EE | $1,523 | $3,448-55.8% | $3,550-57.1% | $3,061-50.2% |
| Admin fee / account holder | $126 | $91+38.3% | $5,586-97.7% | $95+33.2% |