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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $7,004 |
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 | $30,524 | $72,273-57.8% | $101,275-69.9% | $79,856-61.8% |
| Participation rate | 34.4% | 68.5%-34.1pp | 75.8%-41.4pp | 69.6%-35.3pp |
| Annual return | 14.91% | 22.30%-7.4pp | 46.48%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,054 | $2,691-60.8% | $3,660-71.2% | $2,471-57.3% |
| Participant deferral / active EE | $1,614 | $3,282-50.8% | $4,371-63.1% | $3,741-56.9% |
| Admin fee / account holder | $226 | $4,401-94.9% | $5,948-96.2% | $5,306-95.7% |