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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,710 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Filed as: NORTHWESTERN MUTUAL Service code 49 5420 LBJ FREEWAY · DALLAS, TX 75240 | Other Services | $0 |
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.
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 | $33,020 | $55,470-40.5% | $155,556-78.8% | $74,478-55.7% |
| Participation rate | 26.7% | 61.9%-35.2pp | 78.2%-51.5pp | 67.2%-40.5pp |
| Annual return | 10.11% | 269.80%-259.7pp | 64.84%-54.7pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $143 | $2,267-93.7% | $4,675-96.9% | $2,626-94.6% |
| Participant deferral / active EE | $1,518 | $2,838-46.5% | $5,631-73.0% | $4,350-65.1% |
| Admin fee / account holder | $30 | $1,744-98.3% | $15,885-99.8% | $1,946-98.5% |