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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 12 · EIN 38-7227043 2525 HARRODSBURG RD #210 · LEXINGTON, KY 40504 | Contract Administrator; Claims proces... | $8,150 |
LEBENTHAL ASSET MANAGEMENT2 years Filed as: LEBENTHAL GLOBAL ADVISORS Service code 27 200 PARKWAY DRIVE SOUTH · HAUPPAUGE, NY 11788 | Advisory (Plan) | $5,758 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,886 | $49,693-80.1% | $70,548-86.0% | $74,440-86.7% |
| Participation rate | 28.7% | 64.7%-36.0pp | 68.3%-39.7pp | 70.7%-42.1pp |
| Annual return | 11.86% | 21.22%-9.4pp | 32.78%-20.9pp | 34.37%-22.5pp |
| Employer contribution / active EE | $139 | $1,773-92.2% | $2,975-95.3% | $2,638-94.7% |
| Participant deferral / active EE | $922 | $3,376-72.7% | $4,567-79.8% | $4,529-79.6% |
| Admin fee / account holder | $78 | $316-75.2% | $6,424-98.8% | $348-77.5% |