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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES9+ 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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Recordkeeping fees; Recordkeeping and... | $120,651 |
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 | $45,367 | $107,415-57.8% | $135,974-66.6% | $80,157-43.4% |
| Participation rate | 97.7% | 78.0%+19.7pp | 81.9%+15.8pp | 72.9%+24.8pp |
| Annual return | 16.93% | 91.99%-75.1pp | 68.30%-51.4pp | 40.39%-23.5pp |
| Employer contribution / active EE | $4,170 | $3,878+7.5% | $4,859-14.2% | $2,977+40.1% |
| Participant deferral / active EE | $4,895 | $8,189-40.2% | $7,760-36.9% | $5,015-2.4% |
| Admin fee / account holder | $131 | $127+2.8% | $10,767-98.8% | $145-10.0% |