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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES8+ 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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Claims processing; Recordkeeping and ... | $79,846 |
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 | $31,790 | $95,388-66.7% | $125,391-74.6% | $77,906-59.2% |
| Participation rate | 95.4% | 78.6%+16.8pp | 82.4%+13.0pp | 73.7%+21.7pp |
| Annual return | -10.19% | 116.19%-126.4pp | 572.41%-582.6pp | 12.16%-22.3pp |
| Employer contribution / active EE | $3,407 | $3,666-7.1% | $4,816-29.3% | $2,846+19.7% |
| Participant deferral / active EE | $4,149 | $7,711-46.2% | $7,448-44.3% | $4,805-13.6% |
| Admin fee / account holder | $99 | $119-16.3% | $10,009-99.0% | $133-25.0% |