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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,759 | $92,055-26.4% | $106,213-36.2% | $77,643-12.7% |
| Participation rate | 93.8% | 81.0%+12.8pp | 75.3%+18.6pp | 70.6%+23.3pp |
| Annual return | 15.89% | 17.91%-2.0pp | 116.14%-100.3pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,467 | $3,367-26.7% | $3,171-22.2% | $2,726-9.5% |
| Participant deferral / active EE | $7,247 | $5,386+34.6% | $5,016+44.5% | $4,647+55.9% |
| Admin fee / account holder | $183 | $219-16.5% | $11,033-98.3% | $430-57.5% |