Filed June 10, 2021
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 ADVISORS3+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $24,097 |
FIRST FINANCIAL BANK2 years Filed as: FIRST FINANCIAL BANK, N.A. Service code 21 · EIN 31-0308605 300 N MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $11,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,088 | $43,717-95.2% | $81,473-97.4% | $77,958-97.3% |
| Participation rate | 38.5% | 42.5%-4.0pp | 68.0%-29.4pp | 71.6%-33.1pp |
| Annual return | 26.21% | 23.83%+2.4pp | 38.78%-12.6pp | 20.87%+5.3pp |
| Employer contribution / active EE | $57 | $919-93.8% | $2,568-97.8% | $2,310-97.5% |
| Participant deferral / active EE | $897 | $1,783-49.7% | $3,537-74.6% | $3,537-74.6% |
| Admin fee / account holder | $34 | $108-68.8% | $4,561-99.3% | $97-65.4% |