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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,232 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $14,571 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,009 | $102,382-22.8% | $147,005-46.3% | $80,874-2.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.13% | 134.89%-120.8pp | 418.76%-404.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $7,263 | $3,715+95.5% | $4,934+47.2% | $2,756+163.6% |
| Participant deferral / active EE | $8,590 | $6,646+29.2% | $8,070+6.4% | $4,297+99.9% |
| Admin fee / account holder | $255 | $7,942-96.8% | $13,006-98.0% | $6,935-96.3% |