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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) | $31,928 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $12,953 |
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 | $64,070 | $69,383-7.7% | $101,271-36.7% | $73,493-12.8% |
| Participation rate | 53.3% | 68.4%-15.1pp | 75.8%-22.5pp | 70.7%-17.4pp |
| Annual return | 24.59% | 18.46%+6.1pp | 46.48%-21.9pp | 28.51%-3.9pp |
| Employer contribution / active EE | $1,426 | $2,628-45.7% | $3,660-61.0% | $2,270-37.2% |
| Participant deferral / active EE | $2,917 | $3,301-11.6% | $4,371-33.3% | $3,740-22.0% |
| Admin fee / account holder | $370 | $704-47.4% | $5,948-93.8% | $513-27.8% |