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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $38,872 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $13,258 |
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 | $73,823 | $76,669-3.7% | $96,520-23.5% | $71,495+3.3% |
| Participation rate | 48.1% | 66.6%-18.5pp | 74.3%-26.2pp | 67.9%-19.8pp |
| Annual return | 16.58% | 48.29%-31.7pp | 35.72%-19.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,649 | $3,031-45.6% | $3,739-55.9% | $2,589-36.3% |
| Participant deferral / active EE | $3,863 | $3,771+2.4% | $4,879-20.8% | $4,291-10.0% |
| Admin fee / account holder | $395 | $2,028-80.5% | $6,733-94.1% | $1,588-75.1% |