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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST INVESTMENT SERVICES Service code 55 1244 119TH ST · WHITING, IN 46394 | Other Commissions | $32,278 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $24,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $113 |
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 | $33,823 | $41,854-19.2% | $73,836-54.2% | $52,331-35.4% |
| Participation rate | 79.1% | 66.2%+12.8pp | 73.4%+5.6pp | 68.1%+11.0pp |
| Annual return | 0.86% | 2.11%-1.3pp | 2268.06%-2267.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $887 | $1,920-53.8% | $2,787-68.2% | $1,882-52.9% |
| Participant deferral / active EE | $4,459 | $2,498+78.5% | $3,583+24.5% | $3,022+47.6% |
| Admin fee / account holder | $1 | $493-99.8% | $4,882-100.0% | $592-99.8% |