Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH STREET · BISMARCK, ND 58501 | Recordkeeping | $37,286 |
PLANNINGTEAM, INC.2 years Filed as: PLANNINGTEAM, INC Service code 26 · EIN 45-0450545 320 N 4TH STREET · BISMARCK, ND 58501 | Advisory (Participants) | $20,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,914 | $85,171+34.9% | $172,752-33.5% | $72,975+57.5% |
| Participation rate | 98.9% | 70.1%+28.8pp | 82.6%+16.2pp | 69.5%+29.4pp |
| Annual return | 24.41% | 27.32%-2.9pp | 802.97%-778.6pp | 81.01%-56.6pp |
| Employer contribution / active EE | $7,314 | $3,324+120.0% | $5,144+42.2% | $2,440+199.8% |
| Participant deferral / active EE | $5,448 | $3,260+67.1% | $5,198+4.8% | $3,608+51.0% |
| Admin fee / account holder | $456 | $5,880-92.2% | $13,955-96.7% | $5,124-91.1% |