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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 | $30,423-55.7% | $56,025-76.0% | $74,478-81.9% |
| Participation rate | 54.7% | 32.9%+21.9pp | 52.5%+2.2pp | 67.2%-12.5pp |
| Annual return | 12.05% | 24.97%-12.9pp | 1712.69%-1700.6pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $54 | $610-91.2% | $1,042-94.9% | $2,626-98.0% |
| Participant deferral / active EE | $988 | $1,176-16.0% | $1,955-49.4% | $4,350-77.3% |
| Admin fee / account holder | $45 | $2,363-98.1% | $2,828-98.4% | $1,946-97.7% |