Filed June 3, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $21,560 |
Filed as: NORTHWESTERN MUTUAL Service code 27 611 E WISCONSIN AVE STE 100 · MILWAUKEE, WI 53202 | Advisory (Plan) | $15,032 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 | Contract Administrator | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,795 | $45,602-6.2% | $117,498-63.6% | $66,930-36.1% |
| Participation rate | 48.4% | 57.6%-9.3pp | 70.6%-22.2pp | 69.8%-21.4pp |
| Annual return | -12.84% | -16.74%+3.9pp | 29.75%-42.6pp | 1.57%-14.4pp |
| Employer contribution / active EE | $1,397 | $1,579-11.5% | $4,178-66.6% | $2,545-45.1% |
| Participant deferral / active EE | $2,773 | $2,845-2.5% | $4,071-31.9% | $4,238-34.6% |
| Admin fee / account holder | $208 | $661-68.5% | $5,646-96.3% | $593-64.9% |