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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $17,095 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,139 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $232 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,770 | $79,519-58.8% | $95,960-65.9% | $73,412-55.4% |
| Participation rate | 32.6% | 81.2%-48.5pp | 77.1%-44.4pp | 72.2%-39.5pp |
| Annual return | 17.74% | 19.20%-1.5pp | 91.63%-73.9pp | 59.30%-41.6pp |
| Employer contribution / active EE | $75 | $2,048-96.3% | $2,541-97.0% | $2,234-96.6% |
| Participant deferral / active EE | $1,117 | $4,138-73.0% | $4,167-73.2% | $3,806-70.7% |
| Admin fee / account holder | $173 | $184-6.1% | $6,797-97.5% | $158+9.6% |