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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 26 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $37,375 |
ASCENSUS LLC4 years Service code 13 · EIN 11-3665754 | Contract Administrator | $24,392 |
THE BENEFIT PRACTICE8 years Service code 15 · EIN 13-4144565 | Recordkeeping | $16,550 |
Filed as: DOUGLAS LANE & ASSOCIATES, LLC Service code 50 · EIN 81-0698246 | Direct Payment | $14,801 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 50 1801 CALIFORNIA STREET · DENVER, CO 80202 | Direct Payment | $9,157 |
Filed as: CHARLES SCHWAB & CO. Service code 50 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Direct Payment | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,788 | $106,247+78.6% | $147,096+29.0% | $77,714+144.2% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 16.75% | 56.87%-40.1pp | 419.75%-403.0pp | 31.26%-14.5pp |
| Employer contribution / active EE | $6,927 | $4,069+70.2% | $4,936+40.3% | $2,727+154.0% |
| Participant deferral / active EE | $6,738 | $7,996-15.7% | $8,071-16.5% | $4,649+44.9% |
| Admin fee / account holder | $251 | $338-25.8% | $13,005-98.1% | $433-42.1% |