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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 | Contract Administrator | $9,009 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,194 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC, Service code 55 | Other Commissions | $2,389 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,851 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION CORPORTION Service code 13 1375 PLAINFIELD AVE · WATCHUNG, NJ 07069 | Contract Administrator | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,626 | $86,791-93.5% | $115,038-95.1% | $59,188-90.5% |
| Participation rate | 14.6% | 72.8%-58.2pp | 81.4%-66.7pp | 69.4%-54.8pp |
| Annual return | -2.24% | 4.44%-6.7pp | 26.14%-28.4pp | 5.51%-7.7pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,320 | $5,298-75.1% | $6,026-78.1% | $3,265-59.6% |
| Admin fee / account holder | $1 | $95-98.7% | $8,175-100.0% | $92-98.7% |