Filed September 2, 2025
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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 | $84,491 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 501 E MCBEE AVENUE SUITE 101 · GREENVILLE, SC 29601 | Advisory (Plan) | $28,512 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,097 | $67,512-76.2% | $185,837-91.3% | $93,010-82.7% |
| Participation rate | 44.4% | 67.1%-22.7pp | 81.7%-37.3pp | 73.9%-29.5pp |
| Annual return | 13.60% | 21.04%-7.4pp | 122.08%-108.5pp | 158.70%-145.1pp |
| Employer contribution / active EE | $594 | $1,783-66.7% | $5,168-88.5% | $2,705-78.0% |
| Participant deferral / active EE | $698 | $3,035-77.0% | $5,568-87.5% | $4,561-84.7% |
| Admin fee / account holder | $162 | $318-49.0% | $16,241-99.0% | $152+6.9% |