Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $18,897 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,595 | $50,919-45.8% | $155,556-82.3% | $77,762-64.5% |
| Participation rate | 29.7% | 63.1%-33.4pp | 78.2%-48.6pp | 70.6%-40.9pp |
| Annual return | 14.03% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $575 | $1,991-71.1% | $4,675-87.7% | $2,728-78.9% |
| Participant deferral / active EE | $835 | $2,824-70.4% | $5,631-85.2% | $4,651-82.1% |
| Admin fee / account holder | $185 | $437-57.7% | $15,885-98.8% | $433-57.4% |