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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $391 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0489118 | Sales Loads | $0 |
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 | $10,774 | $69,631-84.5% | $56,429-80.9% | $69,631-84.5% |
| Participation rate | 54.2% | 70.7%-16.5pp | 80.0%-25.9pp | 70.7%-16.5pp |
| Annual return | 17.34% | 27571.02%-27553.7pp | 19.04%-1.7pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $514 | $2,032-74.7% | $3,405-84.9% | $2,032-74.7% |
| Participant deferral / active EE | $905 | $3,224-71.9% | $3,951-77.1% | $3,224-71.9% |
| Admin fee / account holder | $114 | $110+3.4% | $4,466-97.4% | $110+3.4% |