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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $36,898 |
BUTTONWOOD WEALTH, LLC3 years Service code 27 24 WEST PICCADILLY ST. · WINCHESTER, VA 22601 | Advisory (Plan) | $12,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,780 | $40,435+13.2% | $80,648-43.2% | $74,473-38.5% |
| Participation rate | 28.7% | 47.4%-18.7pp | 67.0%-38.3pp | 70.7%-42.0pp |
| Annual return | 13.25% | 165.22%-152.0pp | 937.21%-924.0pp | 34.36%-21.1pp |
| Employer contribution / active EE | $463 | $1,498-69.1% | $2,724-83.0% | $2,638-82.4% |
| Participant deferral / active EE | $807 | $2,673-69.8% | $4,443-81.8% | $4,530-82.2% |
| Admin fee / account holder | $413 | $721-42.7% | $5,382-92.3% | $347+19.0% |