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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $6,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,606 | $65,364-65.4% | $92,909-75.7% | $72,975-69.0% |
| Participation rate | 30.4% | 68.3%-37.9pp | 76.0%-45.6pp | 69.5%-39.1pp |
| Annual return | 26.05% | 42.11%-16.1pp | 109.44%-83.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $920 | $2,594-64.5% | $3,653-74.8% | $2,440-62.3% |
| Participant deferral / active EE | $1,448 | $3,128-53.7% | $4,238-65.8% | $3,608-59.9% |
| Admin fee / account holder | $167 | $4,251-96.1% | $5,795-97.1% | $5,124-96.7% |