Filed September 2, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $63,801 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,659 | $50,127-68.8% | $149,673-89.5% | $80,160-80.5% |
| Participation rate | 34.7% | 64.3%-29.6pp | 78.8%-44.1pp | 72.9%-38.2pp |
| Annual return | 14.14% | 29.82%-15.7pp | 134.42%-120.3pp | 40.38%-26.2pp |
| Employer contribution / active EE | $456 | $1,865-75.5% | $4,818-90.5% | $2,978-84.7% |
| Participant deferral / active EE | $559 | $3,194-82.5% | $5,680-90.2% | $5,017-88.9% |
| Admin fee / account holder | $90 | $153-41.1% | $13,210-99.3% | $145-37.9% |