Filed November 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $32,538 |
WEISS & COMPANY LLP1 year Service code 10 · EIN 36-2663249 | Accounting | $18,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
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 | $52,771 | $63,314-16.7% | $91,004-42.0% | $62,293-15.3% |
| Participation rate | 85.0% | 73.3%+11.7pp | 75.6%+9.4pp | 69.5%+15.5pp |
| Annual return | 20.37% | 21.00%-0.6pp | 4.60%+15.8pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,442 | $1,807-20.2% | $2,456-41.3% | $2,042-29.4% |
| Participant deferral / active EE | $4,528 | $2,944+53.8% | $3,548+27.6% | $3,169+42.9% |
| Admin fee / account holder | $225 | $468-51.8% | $5,417-95.8% | $479-53.0% |