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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $32,265 |
JONES POUNDER1 year Service code 10 · EIN 57-0725618 | Accounting | $9,070 |
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 | $33,797 | $75,183-55.0% | $123,894-72.7% | $55,167-38.7% |
| Participation rate | 95.9% | 72.8%+23.0pp | 81.4%+14.5pp | 69.0%+26.9pp |
| Annual return | 8.17% | 19.01%-10.8pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,587 | $2,823+27.0% | $4,617-22.3% | $1,963+82.8% |
| Participant deferral / active EE | $2,697 | $5,084-47.0% | $5,984-54.9% | $3,054-11.7% |
| Admin fee / account holder | $265 | $663-60.0% | $8,357-96.8% | $504-47.4% |