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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN INVESTORS COMPANY Service code 26 2440 CAMINO RAMON, STE 103 · SAN RAMON, CA 94583 | Advisory (Participants) | $0 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 93215 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,217 | $55,002-1.4% | $59,887-9.5% | $56,287-3.7% |
| Participation rate | 28.7% | 75.9%-47.2pp | 74.7%-46.0pp | 69.9%-41.1pp |
| Annual return | 10.69% | 1.13%+9.6pp | 3.46%+7.2pp | -9.96%+20.6pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,916 | $3,121-38.6% | $3,402-43.7% | $3,350-42.8% |
| Admin fee / account holder | $3 | $236-98.8% | $3,591-99.9% | $521-99.5% |