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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 42-0114010 | Recordkeeping | $3,891 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,891 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,132 | $57,108-63.0% | $94,229-77.6% | $52,331-59.6% |
| Participation rate | 79.2% | 72.9%+6.3pp | 78.8%+0.5pp | 68.1%+11.1pp |
| Annual return | -1.14% | 1.47%-2.6pp | 10.68%-11.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,324 | $1,735-23.7% | $3,587-63.1% | $1,882-29.7% |
| Participant deferral / active EE | $1,888 | $3,040-37.9% | $4,320-56.3% | $3,022-37.5% |
| Admin fee / account holder | $35 | $546-93.6% | $6,269-99.4% | $592-94.1% |