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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $8,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $6,069 | $55,191-89.0% | $40,757-85.1% | $55,191-89.0% |
| Participation rate | 49.3% | 69.2%-19.9pp | 79.3%-30.0pp | 69.2%-19.9pp |
| Annual return | 6.05% | 10.78%-4.7pp | -0.50%+6.6pp | 10.78%-4.7pp |
| Employer contribution / active EE | $407 | $1,899-78.6% | $3,004-86.5% | $1,899-78.6% |
| Participant deferral / active EE | $656 | $3,046-78.5% | $3,485-81.2% | $3,046-78.5% |
| Admin fee / account holder | $54 | $91-40.6% | $4,272-98.7% | $91-40.6% |