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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 15 · EIN 74-0484030 | Recordkeeping | $9,999 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,653 | $51,288-89.0% | $81,991-93.1% | $73,412-92.3% |
| Participation rate | 38.8% | 64.0%-25.2pp | 69.3%-30.4pp | 72.2%-33.4pp |
| Annual return | 17.30% | 29.48%-12.2pp | 41.31%-24.0pp | 59.30%-42.0pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,083 | $2,715-60.1% | $3,722-70.9% | $3,806-71.5% |
| Admin fee / account holder | $154 | $125+22.7% | $5,665-97.3% | $158-2.6% |