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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN UNITE LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $69,196 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $4,505 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $450 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,001 | $46,173-17.7% | $170,435-77.7% | $69,631-45.4% |
| Participation rate | 69.0% | 63.9%+5.1pp | 83.6%-14.6pp | 70.7%-1.7pp |
| Annual return | 15.22% | 21.62%-6.4pp | 205.94%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,183 | $2,080+4.9% | $4,939-55.8% | $3,224-32.3% |
| Admin fee / account holder | $19 | $116-83.5% | $13,881-99.9% | $110-82.6% |