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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $428 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $13,102 | $29,369-55.4% | $77,552-83.1% | $73,412-82.2% |
| Participation rate | 60.8% | 37.9%+22.9pp | 54.2%+6.6pp | 72.2%-11.4pp |
| Annual return | 24.05% | 358.15%-334.1pp | 54.82%-30.8pp | 59.30%-35.2pp |
| Employer contribution / active EE | $339 | $406-16.4% | $987-65.6% | $2,234-84.8% |
| Participant deferral / active EE | $955 | $941+1.5% | $1,861-48.7% | $3,806-74.9% |
| Admin fee / account holder | $31 | $123-74.8% | $2,859-98.9% | $158-80.4% |