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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES, LLC Service code 49 · EIN 71-0294708 | Other Services | $9,306 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,810 | $129,227-95.5% | $184,260-96.8% | $77,736-92.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 0.00% | 33.24%-33.2pp | 28.84%-28.8pp | 31.26%-31.3pp |
| Employer contribution / active EE | $243 | $4,412-94.5% | $6,427-96.2% | $2,728-91.1% |
| Participant deferral / active EE | $1,042 | $7,307-85.7% | $9,133-88.6% | $4,651-77.6% |
| Admin fee / account holder | $319 | $256+24.6% | $13,898-97.7% | $433-26.5% |