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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 26 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $13,500 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 | Recordkeeping | $9,075 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $7,545 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 50 1801 CALIFORNIA STREET · DENVER, CO 80202 | Direct Payment | $3,213 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $1,880 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 50 · EIN 82-0543156 | Direct Payment | $696 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $600 |
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 | $132,765 | $80,753+64.4% | $136,298-2.6% | $62,293+113.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.61% | 35.83%-17.2pp | 5156.27%-5137.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $7,207 | $2,884+149.9% | $4,696+53.5% | $2,042+252.9% |
| Participant deferral / active EE | $5,795 | $5,164+12.2% | $6,247-7.2% | $3,169+82.9% |
| Admin fee / account holder | $122 | $525-76.7% | $9,244-98.7% | $479-74.5% |