Filed June 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $10,673 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,159 | $27,330-95.8% | $67,704-98.3% | $55,191-97.9% |
| Participation rate | 80.8% | 47.5%+33.2pp | 67.5%+13.3pp | 69.2%+11.6pp |
| Annual return | -5.33% | 8.81%-14.1pp | 25.41%-30.7pp | 10.78%-16.1pp |
| Employer contribution / active EE | $99 | $855-88.4% | $2,559-96.1% | $1,899-94.8% |
| Participant deferral / active EE | $1,354 | $1,709-20.8% | $3,585-62.2% | $3,046-55.6% |
| Admin fee / account holder | $27 | $109-75.6% | $4,255-99.4% | $91-70.7% |