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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 15 · EIN 74-0484030 | Recordkeeping | $17,156 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,479 | $82,674-89.7% | $125,381-93.2% | $68,486-87.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.94% | -5.97%-5.0pp | 572.31%-583.3pp | -7.85%-3.1pp |
| Employer contribution / active EE | $2,367 | $3,382-30.0% | $4,815-50.9% | $2,597-8.9% |
| Participant deferral / active EE | $2,457 | $6,111-59.8% | $7,448-67.0% | $4,028-39.0% |
| Admin fee / account holder | $71 | $6,277-98.9% | $10,007-99.3% | $5,404-98.7% |