Filed September 12, 2023
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN NATIONAL BANK & TRUST CO. Service code 21 · EIN 54-0121975 | Bank Trustee | $55,609 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $16,452 |
HARRIS, HARVEY, NEAL & CO., LLP2+ years Filed as: HARRIS HARVEY NEAL & CO Service code 10 · EIN 54-0643136 | Accounting | $6,785 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 3.68% | 5.80%-2.1pp | 4.74%-1.1pp | 11.88%-8.2pp |
| Employer contribution / active EE | $0 | $15,506-100.0% | $36,089-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |