Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $78,607-94.3% | $105,624-95.8% | $74,478-94.0% |
| Participation rate | 49.3% | 72.8%-23.5pp | 75.3%-26.0pp | 67.2%-17.9pp |
| Annual return | 11.73% | 15.96%-4.2pp | 116.20%-104.5pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $809 | $2,523-67.9% | $3,168-74.5% | $2,626-69.2% |
| Participant deferral / active EE | $1,079 | $4,325-75.0% | $5,013-78.5% | $4,350-75.2% |
| Admin fee / account holder | $48 | $2,220-97.8% | $10,961-99.6% | $1,946-97.5% |