Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 42-0114010 | Recordkeeping | $54,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,780 | $46,173-33.3% | $170,435-81.9% | $69,631-55.8% |
| Participation rate | 57.9% | 63.9%-6.0pp | 83.6%-25.7pp | 70.7%-12.8pp |
| Annual return | 10.48% | 21.62%-11.1pp | 205.94%-195.5pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $477 | $1,610-70.3% | $5,432-91.2% | $2,032-76.5% |
| Participant deferral / active EE | $871 | $2,080-58.1% | $4,939-82.4% | $3,224-73.0% |
| Admin fee / account holder | $215 | $116+85.3% | $13,881-98.5% | $110+94.6% |