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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,609 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $9,655 |
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 | $20,097 | $155,795-87.1% | $136,298-85.3% | $69,631-71.1% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 70.7%+23.9pp |
| Annual return | 21.51% | 232464.33%-232442.8pp | 5156.27%-5134.8pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,033 | $5,394-43.8% | $6,247-51.5% | $3,224-5.9% |
| Admin fee / account holder | $112 | $128-12.4% | $9,244-98.8% | $110+1.7% |