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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) | $38,808 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,705 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,929 | $62,409+113.0% | $120,524+10.3% | $74,429+78.6% |
| Participation rate | 83.6% | 56.8%+26.8pp | 71.9%+11.7pp | 67.2%+16.4pp |
| Annual return | 15.46% | 18.62%-3.2pp | 107.36%-91.9pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $3,143 | $1,847+70.2% | $3,469-9.4% | $2,625+19.7% |
| Participant deferral / active EE | $3,855 | $2,888+33.5% | $4,994-22.8% | $4,348-11.3% |
| Admin fee / account holder | $253 | $2,394-89.4% | $9,440-97.3% | $1,944-87.0% |