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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $195,185 |
MICHAEL F. YATES & COMPANY, INC.10+ years Filed as: MICHAEL T. STELTER & ASSOCIATES Service code 27 5090 STATE STREET, SUITE D200 · SAGINAW, MI 48603 | Advisory (Plan) | $134,242 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,375 | $48,744-0.8% | $93,727-48.4% | $200,096-75.8% |
| Participation rate | 83.9% | 63.7%+20.2pp | 68.7%+15.1pp | 72.0%+11.8pp |
| Annual return | 12.88% | 15.36%-2.5pp | 133.83%-121.0pp | 34.26%-21.4pp |
| Employer contribution / active EE | $1,714 | $1,140+50.4% | $2,421-29.2% | $3,038-43.6% |
| Participant deferral / active EE | $4,552 | $2,825+61.1% | $4,417+3.1% | $5,090-10.6% |
| Admin fee / account holder | $143 | $195-26.8% | $8,292-98.3% | $269-47.0% |