Filed January 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $23,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,729 | $51,466-17.0% | $78,778-45.8% | $62,293-31.4% |
| Participation rate | 51.9% | 59.8%-7.9pp | 69.2%-17.3pp | 69.5%-17.6pp |
| Annual return | 17.41% | 19.96%-2.5pp | 35.62%-18.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $984 | $827+19.0% | $1,986-50.4% | $2,042-51.8% |
| Participant deferral / active EE | $1,872 | $2,147-12.8% | $2,958-36.7% | $3,169-40.9% |
| Admin fee / account holder | $372 | $489-24.0% | $5,134-92.8% | $479-22.4% |