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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION SERVICES, LLC Service code 49 | Other Services | $1,422 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES, LLC. Service code 49 2454 N. MCMULLEN BOOTH ROAD · CLEARWATER, FL 33759 | Other Services | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,414 | $71,215-18.0% | $93,696-37.7% | $80,935-27.8% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.7%-24.5pp |
| Annual return | 14.75% | 11.27%+3.5pp | 133.74%-119.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $108 | $1,565-93.1% | $2,422-95.6% | $2,757-96.1% |
| Participant deferral / active EE | $1,026 | $4,037-74.6% | $4,417-76.8% | $4,299-76.1% |
| Admin fee / account holder | $108 | $6,958-98.4% | $8,287-98.7% | $6,924-98.4% |