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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $47,084 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN NORTWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $29,223 |
BENEFIT TRUST COMPANY4 years Service code 19 · EIN 04-3581074 | Securities Custodian | $9,419 |
HARRIS CPA'S P.C.1 year Service code 10 · EIN 99-0658768 | Accounting | $7,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,371 | $95,417-61.9% | $135,974-73.3% | $74,460-51.2% |
| Participation rate | 72.3% | 78.2%-5.9pp | 81.9%-9.6pp | 70.7%+1.6pp |
| Annual return | 15.39% | 32.76%-17.4pp | 68.30%-52.9pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,610 | $3,878-58.5% | $4,859-66.9% | $2,638-39.0% |
| Participant deferral / active EE | $4,946 | $7,789-36.5% | $7,760-36.3% | $4,530+9.2% |
| Admin fee / account holder | $204 | $266-23.5% | $10,767-98.1% | $348-41.5% |