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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $21,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,753 | $106,236-89.9% | $112,249-90.4% | $64,819-83.4% |
| Participation rate | 35.9% | 71.7%-35.8pp | 75.1%-39.2pp | 71.5%-35.6pp |
| Annual return | -17.28% | -6.02%-11.3pp | 27.48%-44.8pp | 32.84%-50.1pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,960 | $3,785-48.2% | $4,729-58.6% | $4,311-54.5% |
| Admin fee / account holder | $65 | $452-85.6% | $6,412-99.0% | $188-65.4% |