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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO, LL Service code 37 · EIN 04-2647786 | Loan Processing | $17,082 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $15,759 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,516 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,623 | $44,984+21.4% | $85,009-35.7% | $74,546-26.7% |
| Participation rate | 83.6% | 49.4%+34.2pp | 67.5%+16.0pp | 67.2%+16.3pp |
| Annual return | 21.55% | 26.25%-4.7pp | 66.47%-44.9pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $3,965 | $1,458+171.9% | $2,728+45.3% | $2,624+51.1% |
| Participant deferral / active EE | $5,220 | $2,733+91.0% | $4,522+15.5% | $4,347+20.1% |
| Admin fee / account holder | $207 | $2,208-90.6% | $6,153-96.6% | $1,944-89.4% |