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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $1,205 |
Filed as: GREAT-WEST LIFE AND ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,141 | $80,177-71.1% | $123,894-81.3% | $57,658-59.9% |
| Participation rate | 9.9% | 74.4%-64.5pp | 81.4%-71.5pp | 70.2%-60.3pp |
| Annual return | 9.79% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $915 | $5,130-82.2% | $5,984-84.7% | $3,061-70.1% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |