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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $0 |
KOINONIA FINANCIAL, LLC4 years Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,032 | $100,801-40.4% | $149,745-59.9% | $73,412-18.2% |
| Participation rate | 64.1% | 77.7%-13.6pp | 82.5%-18.4pp | 72.2%-8.1pp |
| Annual return | 15.37% | 265.34%-250.0pp | 276.72%-261.3pp | 59.30%-43.9pp |
| Employer contribution / active EE | $672 | $3,312-79.7% | $4,646-85.5% | $2,234-69.9% |
| Participant deferral / active EE | $4,481 | $6,404-30.0% | $6,843-34.5% | $3,806+17.7% |
| Admin fee / account holder | $12 | $181-93.4% | $9,312-99.9% | $158-92.5% |