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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $16,120 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 21 · EIN 39-0509570 | Bank Trustee | $13,948 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,920 | $74,706-27.8% | $75,714-28.8% | $79,391-32.1% |
| Participation rate | 98.0% | 75.3%+22.7pp | 74.8%+23.2pp | 70.7%+27.3pp |
| Annual return | 14.76% | 18.52%-3.8pp | 104.62%-89.9pp | 116.88%-102.1pp |
| Employer contribution / active EE | $5,390 | $2,590+108.1% | $2,744+96.5% | $2,428+122.0% |
| Participant deferral / active EE | $6,828 | $3,533+93.2% | $3,820+78.7% | $4,046+68.8% |
| Admin fee / account holder | $145 | $374-61.2% | $3,619-96.0% | $627-76.8% |