Filed June 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Contract Administrator | $43,632 |
FIRST FINANCIAL BANK5 years Filed as: FIRST FINANCIAL BANK, N.A. Service code 21 · EIN 31-0308605 300 N MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $21,289 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,456 | $46,219-90.4% | $89,400-95.0% | $90,274-95.1% |
| Participation rate | 23.2% | 44.9%-21.7pp | 68.0%-44.8pp | 73.4%-50.1pp |
| Annual return | 22.91% | 25.71%-2.8pp | 245.64%-222.7pp | 53.97%-31.1pp |
| Employer contribution / active EE | $42 | $953-95.6% | $2,586-98.4% | $2,523-98.3% |
| Participant deferral / active EE | $755 | $2,136-64.7% | $3,890-80.6% | $4,231-82.2% |
| Admin fee / account holder | $39 | $147-73.3% | $4,882-99.2% | $114-65.7% |