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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 26 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $35,750 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $28,689 |
Filed as: DOUGLAS LANE & ASSOCIATES, LLC Service code 50 · EIN 81-0698246 | Direct Payment | $20,672 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 50 1801 CALIFORNIA STREET · DENVER, CO 80202 | Direct Payment | $15,085 |
THE BENEFIT PRACTICE5 years Service code 15 · EIN 13-4144565 | Recordkeeping | $12,250 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE Service code 50 · EIN 82-0543156 | Direct Payment | $640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,315 | $104,336+65.2% | $159,474+8.1% | $86,821+98.5% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.8%+16.4pp | 72.3%+26.9pp |
| Annual return | 15.46% | 26.32%-10.9pp | 263.68%-248.2pp | 97.94%-82.5pp |
| Employer contribution / active EE | $7,857 | $3,451+127.7% | $4,831+62.6% | $2,406+226.5% |
| Participant deferral / active EE | $6,313 | $6,837-7.7% | $7,353-14.1% | $4,132+52.8% |
| Admin fee / account holder | $330 | $172+91.4% | $10,802-96.9% | $170+94.4% |