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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH ST. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $91,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,370 | $52,722+1.2% | $90,461-41.0% | $73,412-27.3% |
| Participation rate | 69.3% | 67.7%+1.6pp | 72.7%-3.4pp | 72.2%-2.9pp |
| Annual return | 4.79% | 20.70%-15.9pp | 1294.76%-1290.0pp | 59.30%-54.5pp |
| Employer contribution / active EE | $4,281 | $1,872+128.8% | $3,264+31.2% | $2,234+91.7% |
| Participant deferral / active EE | $1,353 | $2,810-51.8% | $3,964-65.9% | $3,806-64.4% |
| Admin fee / account holder | $351 | $117+200.8% | $5,617-93.7% | $158+122.6% |