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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS LTD Service code 12 9265 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Other fees; Valuation (appraisals, et... | $6,788 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $182,197 | $55,453+228.6% | $170,435+6.9% | $62,293+192.5% |
| Participation rate | 98.9% | 66.4%+32.5pp | 83.6%+15.3pp | 69.5%+29.3pp |
| Annual return | 15.94% | 21.38%-5.4pp | 205.94%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $11,309 | $2,164+422.7% | $5,432+108.2% | $2,042+453.7% |
| Participant deferral / active EE | $6,656 | $2,303+189.1% | $4,939+34.8% | $3,169+110.0% |
| Admin fee / account holder | $114 | $455-75.0% | $13,881-99.2% | $479-76.3% |