Filed November 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $94,581 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,863 |
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 | $67,759 | $92,186-26.5% | $105,624-35.8% | $77,762-12.9% |
| Participation rate | 93.8% | 81.0%+12.8pp | 75.3%+18.6pp | 70.6%+23.2pp |
| Annual return | 15.89% | 17.83%-1.9pp | 116.20%-100.3pp | 31.27%-15.4pp |
| Employer contribution / active EE | $2,467 | $3,376-26.9% | $3,168-22.1% | $2,728-9.6% |
| Participant deferral / active EE | $7,247 | $5,395+34.3% | $5,013+44.6% | $4,651+55.8% |
| Admin fee / account holder | $183 | $219-16.5% | $10,961-98.3% | $433-57.7% |