Filed January 29, 2026
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 17 · EIN 35-2015845 9265 COUNSELOR'S ROW, STE 105 · INDIANAPOLIS, IN 46240 | Pension Consulting | $25,212 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER AND MILLER Service code 10 PO BOX 7096 DEPT 235 · INDIANAPOLIS, IN 46206 | Accounting | $17,000 |
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $16,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,075 | $29,369-92.9% | $77,552-97.3% | $73,412-97.2% |
| Participation rate | 69.8% | 37.9%+31.9pp | 54.2%+15.6pp | 72.2%-2.3pp |
| Annual return | 17.00% | 358.15%-341.2pp | 54.82%-37.8pp | 59.30%-42.3pp |
| Employer contribution / active EE | $383 | $406-5.7% | $987-61.2% | $2,234-82.9% |
| Participant deferral / active EE | $923 | $941-1.9% | $1,861-50.4% | $3,806-75.8% |
| Admin fee / account holder | $81 | $123-34.2% | $2,859-97.2% | $158-48.9% |