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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 15 · EIN 74-0484030 | Recordkeeping | $7,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,460 | $78,562-94.3% | $105,608-95.8% | $74,429-94.0% |
| Participation rate | 49.3% | 72.8%-23.5pp | 75.3%-26.0pp | 67.2%-17.9pp |
| Annual return | 11.73% | 15.94%-4.2pp | 116.50%-104.8pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $809 | $2,521-67.9% | $3,167-74.4% | $2,625-69.2% |
| Participant deferral / active EE | $1,079 | $4,321-75.0% | $5,010-78.5% | $4,348-75.2% |
| Admin fee / account holder | $48 | $2,217-97.8% | $11,028-99.6% | $1,944-97.5% |