Filed November 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN COMMUNITY WEALTH MGMT LLC Service code 27 · EIN 74-3257476 | Advisory (Plan) | $37,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | $563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,639 | $53,412-10.8% | $68,509-30.5% | $52,331-9.0% |
| Participation rate | 68.9% | 71.7%-2.7pp | 74.7%-5.8pp | 68.1%+0.8pp |
| Annual return | 1.75% | 3.42%-1.7pp | 8.27%-6.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,376 | $1,607-14.4% | $2,278-39.6% | $1,882-26.9% |
| Participant deferral / active EE | $3,815 | $2,688+41.9% | $3,382+12.8% | $3,022+26.2% |
| Admin fee / account holder | $230 | $461-50.1% | $5,275-95.6% | $592-61.1% |