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 | $78,483-94.3% | $106,201-95.8% | $74,546-94.0% |
| Participation rate | 49.3% | 72.8%-23.5pp | 75.3%-26.0pp | 67.2%-17.9pp |
| Annual return | 11.73% | 15.94%-4.2pp | 116.26%-104.5pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $809 | $2,522-67.9% | $3,170-74.5% | $2,624-69.2% |
| Participant deferral / active EE | $1,079 | $4,320-75.0% | $5,012-78.5% | $4,347-75.2% |
| Admin fee / account holder | $48 | $2,236-97.8% | $11,039-99.6% | $1,944-97.5% |