Filed June 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $21,857 |
FIRST FINANCIAL BANK1 year Filed as: FIRST FINANCIAL BANK, N.A. Service code 21 · EIN 31-0308605 300 N MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $7,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $1,775 | $30,599-94.2% | $74,577-97.6% | $57,658-96.9% |
| Participation rate | 35.1% | 49.1%-14.0pp | 68.1%-33.0pp | 70.2%-35.1pp |
| Annual return | 7.88% | 14.24%-6.4pp | 20.47%-12.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $45 | $1,000-95.5% | $2,525-98.2% | $1,974-97.7% |
| Participant deferral / active EE | $660 | $1,805-63.4% | $3,458-80.9% | $3,061-78.4% |
| Admin fee / account holder | $42 | $98-56.8% | $4,138-99.0% | $95-55.2% |