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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $19,269 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $8,970 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,623 | $52,884-23.2% | $84,753-52.1% | $55,167-26.4% |
| Participation rate | 42.7% | 67.5%-24.8pp | 76.6%-33.9pp | 69.0%-26.3pp |
| Annual return | 6.93% | 18.03%-11.1pp | 22.78%-15.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $508 | $2,233-77.3% | $3,574-85.8% | $1,963-74.1% |
| Participant deferral / active EE | $1,777 | $2,644-32.8% | $3,712-52.1% | $3,054-41.8% |
| Admin fee / account holder | $356 | $581-38.7% | $5,333-93.3% | $504-29.4% |