Filed April 15, 2024
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 83-3455979 | Contract Administrator | $681,171 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $101,212 |
BRIAN FREEMAN7 years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $23,275 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $23,267 |
REGINA HEILAND7 years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $23,057 |
Filed as: KELLEY MCLAUGHLIN Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $15,807 |
KRISTIN OWEN10+ years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $15,258 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $15,000 |
PETER DECARLO CPA, PLLC2 years Filed as: PETER DECARLO CPA PLLC Service code 10 · EIN 51-0545975 | Accounting | $15,000 |
ZACHARY GEHAN9 years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $10,903 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,493 | $47,202-71.4% | $93,606-85.6% | $99,062-86.4% |
| Participation rate | 84.8% | 57.3%+27.5pp | 68.7%+16.1pp | 71.6%+13.2pp |
| Annual return | 9.86% | 13.08%-3.2pp | 133.20%-123.3pp | 17.66%-7.8pp |
| Employer contribution / active EE | $1,090 | $1,134-3.9% | $2,420-55.0% | $3,262-66.6% |
| Participant deferral / active EE | $440 | $2,296-80.8% | $4,411-90.0% | $5,331-91.7% |
| Admin fee / account holder | $98 | $86+14.2% | $8,285-98.8% | $109-10.0% |