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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 15 · EIN 74-0484030 | Recordkeeping | $25,780 |
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.
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 | $11,175 | $58,726-81.0% | $92,240-87.9% | $62,293-82.1% |
| Participation rate | 54.9% | 68.3%-13.4pp | 76.5%-21.6pp | 69.5%-14.6pp |
| Annual return | 17.60% | 43.62%-26.0pp | 176.29%-158.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $926 | $2,766-66.5% | $3,897-76.2% | $3,169-70.8% |
| Admin fee / account holder | $151 | $556-72.9% | $5,194-97.1% | $479-68.5% |