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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $19,905 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,246 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $1,542 |
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.
Annual investment return 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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,904 | $72,303-87.7% | $86,698-89.7% | $64,819-86.3% |
| Participation rate | 97.3% | 80.4%+16.8pp | 76.6%+20.7pp | 71.5%+25.8pp |
| Annual return | -18.14% | 392.77%-410.9pp | 35.95%-54.1pp | 32.84%-51.0pp |
| Employer contribution / active EE | $709 | $2,393-70.4% | $2,837-75.0% | $2,507-71.7% |
| Participant deferral / active EE | $1,575 | $4,660-66.2% | $4,656-66.2% | $4,311-63.5% |
| Admin fee / account holder | $49 | $174-72.0% | $7,493-99.4% | $188-74.1% |