Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $54,211 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN NORTWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $32,175 |
BENEFIT TRUST COMPANY5 years Service code 19 · EIN 04-3581074 | Securities Custodian | $10,686 |
HARRIS CPA'S P.C.2 years Service code 10 · EIN 99-0658768 | Accounting | $5,000 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,461 | $106,247-66.6% | $147,096-75.9% | $77,714-54.4% |
| Participation rate | 92.8% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 14.67% | 56.87%-42.2pp | 419.75%-405.1pp | 31.26%-16.6pp |
| Employer contribution / active EE | $1,756 | $4,069-56.9% | $4,936-64.4% | $2,727-35.6% |
| Participant deferral / active EE | $5,335 | $7,996-33.3% | $8,071-33.9% | $4,649+14.8% |
| Admin fee / account holder | $181 | $338-46.5% | $13,005-98.6% | $433-58.2% |