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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $20,722 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $12,678 |
CLARK NUBER3+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $11,595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,440 | $64,909-57.7% | $82,312-66.7% | $62,293-56.0% |
| Participation rate | 78.9% | 74.9%+4.0pp | 76.9%+2.0pp | 69.5%+9.4pp |
| Annual return | 12.56% | 21.18%-8.6pp | 25.88%-13.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $421 | $1,676-74.9% | $2,428-82.7% | $2,042-79.4% |
| Participant deferral / active EE | $2,278 | $3,103-26.6% | $3,706-38.5% | $3,169-28.1% |
| Admin fee / account holder | $326 | $440-25.7% | $5,608-94.2% | $479-31.9% |