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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $9,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $12,116 | $52,467-76.9% | $57,196-78.8% | $55,167-78.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 75.3%-8.7pp | 69.0%-2.3pp |
| Annual return | 10.14% | 7.72%+2.4pp | 14.59%-4.5pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,869 | $2,477-24.6% | $2,683-30.3% | $1,963-4.8% |
| Participant deferral / active EE | $1,184 | $2,830-58.2% | $3,096-61.8% | $3,054-61.2% |
| Admin fee / account holder | $82 | $269-69.6% | $3,141-97.4% | $504-83.8% |