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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,250 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 275 PROMENADE STREET SUITE 300 · PROVIDENCE, RI 02908 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,199 | $46,173-28.1% | $170,435-80.5% | $69,631-52.3% |
| Participation rate | 43.0% | 63.9%-20.9pp | 83.6%-40.6pp | 70.7%-27.7pp |
| Annual return | 13.37% | 21.62%-8.3pp | 205.94%-192.6pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $177 | $1,610-89.0% | $5,432-96.7% | $2,032-91.3% |
| Participant deferral / active EE | $1,286 | $2,080-38.2% | $4,939-74.0% | $3,224-60.1% |
| Admin fee / account holder | $13 | $116-88.7% | $13,881-99.9% | $110-88.2% |