Filed January 29, 2026
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 17 · EIN 35-2015845 9265 COUNSELOR'S ROW, STE 105 · INDIANAPOLIS, IN 46240 | Pension Consulting | $42,632 |
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $39,467 |
KATZ, SAPPER & MILLER3 years Filed as: KATZ SAPPER AND MILLER Service code 10 PO BOX 7096 DEPT 235 · INDIANAPOLIS, IN 46206 | Accounting | $20,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,219 | $30,107-89.3% | $61,501-94.8% | $64,824-95.0% |
| Participation rate | 73.7% | 36.4%+37.4pp | 52.6%+21.2pp | 71.5%+2.3pp |
| Annual return | -21.91% | -13.99%-7.9pp | 339.04%-361.0pp | 32.84%-54.8pp |
| Employer contribution / active EE | $345 | $537-35.8% | $1,160-70.3% | $2,507-86.3% |
| Participant deferral / active EE | $1,513 | $1,126+34.4% | $2,125-28.8% | $4,311-64.9% |
| Admin fee / account holder | $117 | $148-21.4% | $2,132-94.5% | $188-38.0% |