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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $3,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,815 | $73,848-93.5% | $143,799-96.7% | $68,486-93.0% |
| Participation rate | 62.0% | 66.7%-4.7pp | 80.3%-18.3pp | 67.9%-5.9pp |
| Annual return | -15.89% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $620 | $3,184-80.5% | $4,952-87.5% | $2,597-76.1% |
| Participant deferral / active EE | $664 | $3,385-80.4% | $5,638-88.2% | $4,028-83.5% |
| Admin fee / account holder | $49 | $5,755-99.2% | $14,677-99.7% | $5,404-99.1% |