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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,316 | $73,839-80.6% | $143,788-90.0% | $68,495-79.1% |
| Participation rate | 64.1% | 66.7%-2.5pp | 80.3%-16.2pp | 67.9%-3.8pp |
| Annual return | -20.43% | 1.01%-21.4pp | -0.03%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $340 | $3,184-89.3% | $4,952-93.1% | $2,596-86.9% |
| Participant deferral / active EE | $2,957 | $3,384-12.6% | $5,638-47.6% | $4,028-26.6% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,675-99.9% | $5,403-99.9% |