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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $105,528 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGE Service code 27 · EIN 39-2018056 | Advisory (Plan) | $20,906 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,667 | $47,766-90.2% | $82,744-94.4% | $64,819-92.8% |
| Participation rate | 84.7% | 67.7%+17.0pp | 72.6%+12.1pp | 71.5%+13.2pp |
| Annual return | -20.14% | -13.06%-7.1pp | 702.22%-722.4pp | 32.84%-53.0pp |
| Employer contribution / active EE | $848 | $2,182-61.1% | $3,008-71.8% | $2,507-66.2% |
| Participant deferral / active EE | $1,684 | $3,332-49.5% | $4,395-61.7% | $4,311-60.9% |
| Admin fee / account holder | $118 | $143-17.2% | $5,325-97.8% | $188-37.0% |