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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 60-0951563 | Contract Administrator | $8,660 |
STIFEL NICOLAUS & CO INC7 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-1273600 | Advisory (Participants) | $45 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,464 | $34,932-61.5% | $56,441-76.1% | $74,546-81.9% |
| Participation rate | 54.7% | 32.9%+21.9pp | 52.5%+2.2pp | 67.2%-12.5pp |
| Annual return | 12.05% | 24.90%-12.8pp | 1704.21%-1692.2pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $54 | $608-91.2% | $1,039-94.8% | $2,624-98.0% |
| Participant deferral / active EE | $988 | $1,173-15.7% | $1,953-49.4% | $4,347-77.3% |
| Admin fee / account holder | $45 | $2,359-98.1% | $2,829-98.4% | $1,944-97.7% |