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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 27 720 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $15,583 |
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $15,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,772 | $99,957-58.2% | $149,715-72.1% | $73,493-43.2% |
| Participation rate | 36.4% | 75.7%-39.3pp | 82.5%-46.1pp | 70.7%-34.3pp |
| Annual return | 11.10% | 53.87%-42.8pp | 276.66%-265.6pp | 28.51%-17.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,838 | $6,073-69.7% | $6,842-73.1% | $3,740-50.9% |
| Admin fee / account holder | $333 | $551-39.6% | $9,310-96.4% | $513-35.1% |