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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $44,247 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $14,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,708 | $80,781-2.6% | $102,437-23.2% | $74,478+5.7% |
| Participation rate | 59.5% | 65.7%-6.2pp | 74.5%-15.0pp | 67.2%-7.7pp |
| Annual return | 15.93% | 27.58%-11.6pp | 24.95%-9.0pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $1,936 | $3,160-38.7% | $3,871-50.0% | $2,626-26.3% |
| Participant deferral / active EE | $4,640 | $3,862+20.1% | $5,060-8.3% | $4,350+6.7% |
| Admin fee / account holder | $389 | $2,372-83.6% | $8,388-95.4% | $1,946-80.0% |