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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 11 · EIN 83-3455979 2525 HARRODSBURG ROAD · LEXINGTON, KY 40504 | Actuarial | $57,905 |
FUND DIRECT ADVISORS1 year Service code 21 · EIN 37-3584365 7800 MCCLOUD ROAD · GREENSBORO, NC 27409 | Bank Trustee | $25,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $33,520-100.0% | $250,061-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 46.0%-46.0pp | 2.1%-2.1pp |
| Annual return | 10.77% | 7.65%+3.1pp | 7.82%+3.0pp | 7.65%+3.1pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $31,823-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $365-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $18,503-100.0% | $193-100.0% |