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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES10+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 17 · EIN 20-8307105 8182 MARYLAND AVE., SUITE 900 · ST. LOUIS, MO 63105 | Pension Consulting | $175,000 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Claims processing; Recordkeeping and ... | $142,441 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,685 | $122,128-53.6% | $147,117-61.5% | $200,096-71.7% |
| Participation rate | 97.5% | 78.2%+19.3pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 11.53% | 30.58%-19.1pp | 420.54%-409.0pp | 34.26%-22.7pp |
| Employer contribution / active EE | $3,590 | $4,093-12.3% | $4,932-27.2% | $3,038+18.2% |
| Participant deferral / active EE | $5,546 | $8,484-34.6% | $8,065-31.2% | $5,090+9.0% |
| Admin fee / account holder | $167 | $180-7.0% | $12,993-98.7% | $269-38.0% |