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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN UNTILED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $23,851 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,489 | $58,320-20.3% | $86,451-46.2% | $66,949-30.6% |
| Participation rate | 89.2% | 78.6%+10.6pp | 80.3%+8.9pp | 69.8%+19.4pp |
| Annual return | -17.44% | -9.71%-7.7pp | 4398.51%-4415.9pp | 1.57%-19.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,165 | $6,899+3.8% | $6,953+3.0% | $4,239+69.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,734-100.0% | $594-100.0% |