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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 | $79,181-36.6% | $102,423-51.0% | $74,429-32.6% |
| Participation rate | 58.5% | 74.8%-16.2pp | 76.5%-18.0pp | 67.2%-8.7pp |
| Annual return | 23.87% | 54.97%-31.1pp | 29.42%-5.5pp | 1368.38%-1344.5pp |
| Employer contribution / active EE | $2,488 | $2,362+5.3% | $3,023-17.7% | $2,625-5.2% |
| Participant deferral / active EE | $5,352 | $4,416+21.2% | $5,054+5.9% | $4,348+23.1% |
| Admin fee / account holder | $382 | $2,002-80.9% | $9,455-96.0% | $1,944-80.3% |