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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,603 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $7,767 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,316 | $75,183-79.6% | $123,894-87.6% | $55,167-72.2% |
| Participation rate | 94.7% | 72.8%+21.8pp | 81.4%+13.2pp | 69.0%+25.7pp |
| Annual return | 11.38% | 19.01%-7.6pp | 47.52%-36.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $10 | $2,823-99.6% | $4,617-99.8% | $1,963-99.5% |
| Participant deferral / active EE | $2,908 | $5,084-42.8% | $5,984-51.4% | $3,054-4.8% |
| Admin fee / account holder | $88 | $663-86.8% | $8,357-99.0% | $504-82.6% |