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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES6+ 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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Claims processing; Recordkeeping and ... | $77,546 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,682 | $100,801-43.8% | $149,745-62.1% | $73,412-22.8% |
| Participation rate | 87.2% | 77.7%+9.5pp | 82.5%+4.7pp | 72.2%+15.0pp |
| Annual return | 6.58% | 265.34%-258.8pp | 276.72%-270.1pp | 59.30%-52.7pp |
| Employer contribution / active EE | $3,258 | $3,312-1.6% | $4,646-29.9% | $2,234+45.8% |
| Participant deferral / active EE | $3,873 | $6,404-39.5% | $6,843-43.4% | $3,806+1.8% |
| Admin fee / account holder | $203 | $181+12.4% | $9,312-97.8% | $158+28.7% |