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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: FIRST AMERICAN NATIONAL INVESTMENT Service code 27 · EIN 80-0265240 11340 LAKEFIELD DRIVE, SUITE 200 · JOHNS CREEK, GA 30097 | Advisory (Plan) | $10,081 |
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 | $149,398 | $32,425+360.7% | $74,577+100.3% | $55,167+170.8% |
| Participation rate | 22.6% | 54.0%-31.4pp | 68.1%-45.5pp | 69.0%-46.3pp |
| Annual return | 6.92% | 10.63%-3.7pp | 20.47%-13.5pp | 169.23%-162.3pp |
| Employer contribution / active EE | $947 | $1,043-9.2% | $2,525-62.5% | $1,963-51.8% |
| Participant deferral / active EE | $1,851 | $1,995-7.2% | $3,458-46.5% | $3,054-39.4% |
| Admin fee / account holder | $360 | $748-51.9% | $4,138-91.3% | $504-28.6% |