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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $3,182 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,726 | $62,324-70.0% | $68,509-72.7% | $55,191-66.1% |
| Participation rate | 33.9% | 78.9%-44.9pp | 74.7%-40.8pp | 69.2%-35.2pp |
| Annual return | -0.68% | 4.26%-4.9pp | 8.27%-9.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $576 | $2,223-74.1% | $2,278-74.7% | $1,899-69.7% |
| Participant deferral / active EE | $973 | $3,425-71.6% | $3,382-71.2% | $3,046-68.0% |
| Admin fee / account holder | $19 | $91-79.1% | $5,275-99.6% | $91-79.0% |