Filed December 15, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 42-0114010 | Recordkeeping | $91,510 |
SENTINUS, LLC1+ years Filed as: SENTINUS Service code 16 700 COMMERCE DRIVE · OAK BROOK, IL 60523 | Consulting | $29,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $99,093 | $57,108+73.5% | $94,229+5.2% | $52,331+89.4% |
| Participation rate | 94.0% | 72.9%+21.1pp | 78.8%+15.2pp | 68.1%+25.9pp |
| Annual return | -1.49% | 1.47%-3.0pp | 10.68%-12.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $3,246 | $1,735+87.0% | $3,587-9.5% | $1,882+72.5% |
| Participant deferral / active EE | $5,457 | $3,040+79.5% | $4,320+26.3% | $3,022+80.6% |
| Admin fee / account holder | $1,010 | $546+84.8% | $6,269-83.9% | $592+70.7% |