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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $30,045 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,573 | $81,334+33.5% | $113,397-4.3% | $64,097+69.4% |
| Participation rate | 68.9% | 65.6%+3.2pp | 76.5%-7.6pp | 55.2%+13.7pp |
| Annual return | 11.52% | 32.50%-21.0pp | 23.20%-11.7pp | 34.64%-23.1pp |
| Employer contribution / active EE | $506 | $2,077-75.6% | $2,977-83.0% | $1,891-73.2% |
| Participant deferral / active EE | $3,458 | $3,795-8.9% | $5,076-31.9% | $3,080+12.3% |
| Admin fee / account holder | $538 | $4,208-87.2% | $11,957-95.5% | $3,454-84.4% |