Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,365 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 1600 DIVISION ST SUITE 400 · NASHVILLE, TN 37203 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,193 | $54,237-94.1% | $90,304-96.5% | $67,579-95.3% |
| Participation rate | 66.4% | 68.6%-2.2pp | 73.3%-6.9pp | 71.3%-4.9pp |
| Annual return | 28.08% | 37.27%-9.2pp | 78.13%-50.1pp | 378.56%-350.5pp |
| Employer contribution / active EE | $417 | $1,846-77.4% | $2,855-85.4% | $2,148-80.6% |
| Participant deferral / active EE | $755 | $2,625-71.2% | $3,885-80.6% | $3,539-78.7% |
| Admin fee / account holder | $3 | $123-97.5% | $5,354-99.9% | $142-97.9% |