Filed January 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $25,499 |
TREE CITY ADVISORS1 year Service code 10 · EIN 47-4292326 | Accounting | $19,093 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,288 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN UNIFED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $4,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,087 | $71,192-24.0% | $117,861-54.1% | $62,293-13.2% |
| Participation rate | 56.1% | 74.2%-18.1pp | 79.7%-23.5pp | 69.5%-13.4pp |
| Annual return | 15.56% | 18.66%-3.1pp | 335.11%-319.5pp | 28.90%-13.3pp |
| Employer contribution / active EE | $495 | $1,934-74.4% | $3,786-86.9% | $2,042-75.7% |
| Participant deferral / active EE | $1,708 | $3,189-46.4% | $4,482-61.9% | $3,169-46.1% |
| Admin fee / account holder | $311 | $587-47.0% | $8,021-96.1% | $479-35.1% |