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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $6,682 |
Filed as: NORTHWESTERN MUTUAL Service code 27 600 W BROADWAY · SAN DIEGO, CA 92101 | Advisory (Plan) | $574 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,998 | $37,393-89.3% | $77,024-94.8% | $66,914-94.0% |
| Participation rate | 7.7% | 52.9%-45.2pp | 67.9%-60.3pp | 69.8%-62.2pp |
| Annual return | -24.40% | -3.29%-21.1pp | 42.32%-66.7pp | 1.58%-26.0pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $91 | $2,617-96.5% | $4,426-97.9% | $4,237-97.9% |
| Admin fee / account holder | $453 | $567-20.0% | $5,425-91.6% | $593-23.6% |