Filed September 12, 2023
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN NATIONAL BANK & TRUST CO. Service code 21 · EIN 54-0121975 | Bank Trustee | $51,298 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $15,600 |
HARRIS, HARVEY, NEAL & CO., LLP4+ years Filed as: HARRIS HARVEY NEAL & CO Service code 10 · EIN 54-0643136 | Accounting | $6,650 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -0.91% | -1.56%+0.7pp | -2.18%+1.3pp | 10.56%-11.5pp |
| Employer contribution / active EE | $0 | $15,244-100.0% | $38,751-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |