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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $22,987 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $17,706 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,678 | $37,044-1.0% | $71,796-48.9% | $57,658-36.4% |
| Participation rate | 32.7% | 61.1%-28.4pp | 69.1%-36.4pp | 70.2%-37.5pp |
| Annual return | 8.97% | 12.64%-3.7pp | 78.04%-69.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $330 | $720-54.2% | $1,924-82.8% | $1,974-83.3% |
| Participant deferral / active EE | $818 | $1,974-58.6% | $2,794-70.7% | $3,061-73.3% |
| Admin fee / account holder | $235 | $101+133.0% | $4,815-95.1% | $95+148.8% |