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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST Service code 13 · EIN 62-0951563 | Contract Administrator | $73,808 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,162 | $79,223-36.7% | $102,460-51.0% | $74,478-32.6% |
| Participation rate | 58.5% | 74.8%-16.2pp | 76.5%-18.0pp | 67.2%-8.7pp |
| Annual return | 23.87% | 54.98%-31.1pp | 29.47%-5.6pp | 1370.56%-1346.7pp |
| Employer contribution / active EE | $2,488 | $2,363+5.3% | $3,025-17.8% | $2,626-5.3% |
| Participant deferral / active EE | $5,352 | $4,417+21.2% | $5,056+5.9% | $4,350+23.0% |
| Admin fee / account holder | $382 | $2,003-80.9% | $9,460-96.0% | $1,946-80.3% |