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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $25,020 |
CLARK NUBER6+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $13,633 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $13,065 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,401 | $73,638-53.3% | $95,956-64.1% | $73,493-53.2% |
| Participation rate | 77.6% | 76.2%+1.5pp | 77.1%+0.6pp | 70.7%+6.9pp |
| Annual return | 17.38% | 16.78%+0.6pp | 91.63%-74.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $520 | $1,863-72.1% | $2,541-79.6% | $2,270-77.1% |
| Participant deferral / active EE | $2,709 | $3,617-25.1% | $4,167-35.0% | $3,740-27.6% |
| Admin fee / account holder | $351 | $482-27.3% | $6,797-94.8% | $513-31.7% |