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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLEAKLEY FINANCIAL GROUP Service code 27 | Advisory (Plan) | $31,834 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $26,745 |
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 | $55,453 | $55,4370% | $155,534-64.3% | $74,459-25.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.99% | 269.58%-257.6pp | 64.92%-52.9pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $3,819 | $2,266+68.5% | $4,675-18.3% | $2,626+45.4% |
| Participant deferral / active EE | $4,415 | $2,837+55.6% | $5,630-21.6% | $4,350+1.5% |
| Admin fee / account holder | $47 | $1,742-97.3% | $15,900-99.7% | $1,945-97.6% |