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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES7+ 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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Recordkeeping and information managem... | $93,270 |
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 | $37,335 | $120,450-69.0% | $159,474-76.6% | $93,010-59.9% |
| Participation rate | 78.0% | 78.0%0pp | 82.8%-4.9pp | 73.9%+4.1pp |
| Annual return | 16.58% | 27.11%-10.5pp | 263.68%-247.1pp | 158.70%-142.1pp |
| Employer contribution / active EE | $2,230 | $3,526-36.8% | $4,831-53.8% | $2,705-17.6% |
| Participant deferral / active EE | $2,689 | $7,283-63.1% | $7,353-63.4% | $4,561-41.1% |
| Admin fee / account holder | $125 | $137-8.4% | $10,802-98.8% | $152-17.4% |