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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $41,731 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BRITTINGHAM, BROWN, PRINCE,HANCOCK Service code 10 · EIN 20-1128912 | Accounting | $7,150 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,022 | $76,659-72.6% | $64,105-67.2% | - |
| Participation rate | 57.8% | 58.6%-0.8pp | 68.2%-10.3pp | - |
| Annual return | -2.72% | -9.24%+6.5pp | 791.24%-794.0pp | - |
| Employer contribution / active EE | $871 | $711+22.4% | $1,820-52.2% | - |
| Participant deferral / active EE | $912 | $2,144-57.4% | $2,822-67.7% | - |
| Admin fee / account holder | $289 | $5,491-94.7% | $4,499-93.6% | - |