Filed January 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $25,721 |
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.)
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 | $31,417 | $42,548-26.2% | $74,549-57.9% | $56,287-44.2% |
| Participation rate | 65.4% | 60.5%+4.9pp | 69.1%-3.8pp | 69.9%-4.5pp |
| Annual return | -5.60% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,123 | $855+31.3% | $1,961-42.7% | $2,111-46.8% |
| Participant deferral / active EE | $2,252 | $2,277-1.1% | $3,108-27.6% | $3,350-32.8% |
| Admin fee / account holder | $303 | $467-35.2% | $5,059-94.0% | $521-41.9% |