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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $27,209 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,084,850 | $37,044+2828.5% | $71,796+1411.0% | $57,658+1781.5% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.1%-69.1pp | 70.2%-70.2pp |
| Annual return | 5.40% | 12.64%-7.2pp | 78.04%-72.6pp | 5.13%+0.3pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $570 | $1,974-71.2% | $2,794-79.6% | $3,061-81.4% |
| Admin fee / account holder | $9,070 | $101+8885.6% | $4,815+88.4% | $95+9494.2% |