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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $30,450 |
PENCHECKS1 year Service code 63 · EIN 33-0610503 | 12b-1 Fees | $9,775 |
Filed as: GREAT- WEST LIFE & ANNUITY COMPANY Service code 19 · EIN 84-0467907 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -2.18% | -2.68%+0.5pp | 12.68%-14.9pp | -0.69%-1.5pp |
| Employer contribution / active EE | $5,241 | $18,045-71.0% | $22,860-77.1% | $16,786-68.8% |
| Participant deferral / active EE | $1,179 | $450+162.2% | $123+860.0% | $525+124.4% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |