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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $3,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,465 | $66,601-85.8% | $92,909-89.8% | $67,579-86.0% |
| Participation rate | 21.6% | 72.5%-50.9pp | 76.0%-54.4pp | 71.3%-49.7pp |
| Annual return | 50.67% | 92.58%-41.9pp | 109.44%-58.8pp | 378.56%-327.9pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $917 | $3,157-70.9% | $4,238-78.4% | $3,539-74.1% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |