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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,856 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $24,462 |
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 | $25,351 | $100,801-74.9% | $149,745-83.1% | $73,412-65.5% |
| Participation rate | 91.3% | 77.7%+13.6pp | 82.5%+8.8pp | 72.2%+19.1pp |
| Annual return | 22.79% | 265.34%-242.5pp | 276.72%-253.9pp | 59.30%-36.5pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,728 | $6,404-41.8% | $6,843-45.5% | $3,806-2.1% |
| Admin fee / account holder | $129 | $181-28.5% | $9,312-98.6% | $158-18.1% |