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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $6,167 |
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.
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 | $4,593 | $46,423-90.1% | $75,901-93.9% | $67,579-93.2% |
| Participation rate | 44.0% | 63.1%-19.0pp | 69.3%-25.3pp | 71.3%-27.2pp |
| Annual return | 28.05% | 32.29%-4.2pp | 30.76%-2.7pp | 378.56%-350.5pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,501-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,345 | $2,564-47.5% | $3,603-62.7% | $3,539-62.0% |
| Admin fee / account holder | $0 | $132-100.0% | $5,420-100.0% | $142-100.0% |