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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $9,561 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,548 | $58,879-49.8% | $178,490-83.4% | $73,488-59.8% |
| Participation rate | 33.2% | 66.2%-33.1pp | 81.9%-48.8pp | 70.7%-37.5pp |
| Annual return | 15.00% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $554 | $2,236-75.2% | $5,011-89.0% | $2,270-75.6% |
| Participant deferral / active EE | $758 | $2,567-70.5% | $5,202-85.4% | $3,740-79.7% |
| Admin fee / account holder | $168 | $400-58.0% | $13,984-98.8% | $513-67.2% |