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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $26,526 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $19,911 |
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).
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 | $38,687 | $35,485+9.0% | $74,551-48.1% | $55,725-30.6% |
| Participation rate | 34.0% | 62.5%-28.5pp | 69.1%-35.2pp | 70.9%-36.9pp |
| Annual return | -4.07% | 0.72%-4.8pp | 32.53%-36.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $315 | $777-59.5% | $1,961-83.9% | $2,078-84.8% |
| Participant deferral / active EE | $915 | $2,181-58.1% | $3,108-70.6% | $3,356-72.7% |
| Admin fee / account holder | $254 | $114+121.8% | $5,059-95.0% | $115+120.1% |