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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST Service code 15 · EIN 61-1381380 | Recordkeeping | $31,770 |
FINANCIAL DESIGNS, INC3 years Filed as: FINANCIAL DESIGNS, INC. Service code 26 · EIN 54-1326454 | Advisory (Participants) | $25,557 |
HCI-EBS, INC.3 years Service code 15 · EIN 52-2061078 | Recordkeeping | $2,420 |
Annual investment return 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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,184-100.0% | $105,607-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | -92.81% | 225.00%-317.8pp | 116.11%-208.9pp | 551.85%-644.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |