Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $60,068 |
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.
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 | $41,590 | $47,126-11.7% | $149,673-72.2% | $74,419-44.1% |
| Participation rate | 51.0% | 63.4%-12.4pp | 78.8%-27.8pp | 70.7%-19.7pp |
| Annual return | 12.10% | 22.75%-10.7pp | 134.42%-122.3pp | 34.38%-22.3pp |
| Employer contribution / active EE | $760 | $1,905-60.1% | $4,818-84.2% | $2,637-71.2% |
| Participant deferral / active EE | $1,607 | $2,728-41.1% | $5,680-71.7% | $4,528-64.5% |
| Admin fee / account holder | $282 | $343-17.7% | $13,210-97.9% | $348-18.9% |