Filed April 15, 2024
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 83-3455979 | Contract Administrator | $601,752 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $102,619 |
KRISTIN OWEN9+ years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $50,068 |
Filed as: KELLEY MCLAUGHLIN Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $29,757 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $27,200 |
ZACHARY GEHAN8 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $25,272 |
REGINA HEILAND6 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $24,187 |
BRIAN FREEMAN6 years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $23,048 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $15,300 |
PETER DECARLO CPA, PLLC1 year Filed as: PETER DECARLO CPA PLLC Service code 10 · EIN 51-0545975 | Accounting | $15,000 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,369 | $40,592-72.0% | $86,235-86.8% | $103,590-89.0% |
| Participation rate | 88.1% | 58.1%+29.9pp | 69.0%+19.1pp | 73.3%+14.7pp |
| Annual return | 12.45% | 18.32%-5.9pp | 1170.03%-1157.6pp | 33.13%-20.7pp |
| Employer contribution / active EE | $1,127 | $974+15.7% | $2,381-52.7% | $3,213-64.9% |
| Participant deferral / active EE | $478 | $2,072-76.9% | $3,987-88.0% | $5,214-90.8% |
| Admin fee / account holder | $96 | $85+13.0% | $6,856-98.6% | $114-16.1% |