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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 99 · EIN 39-2018056 | Other Fees | $38,827 |
METRO BENEFITS, INC.2 years Service code 99 · EIN 25-1541083 | Other Fees | $10,200 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH AND KING LLC Service code 99 · EIN 34-1897225 | Other Fees | $7,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,068 | $79,209+17.5% | $102,434-9.1% | $74,459+25.0% |
| Participation rate | 97.5% | 74.8%+22.8pp | 76.5%+21.0pp | 67.2%+30.3pp |
| Annual return | 14.49% | 54.98%-40.5pp | 29.46%-15.0pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $5,790 | $2,362+145.1% | $3,023+91.5% | $2,626+120.5% |
| Participant deferral / active EE | $2,427 | $4,417-45.1% | $5,055-52.0% | $4,350-44.2% |
| Admin fee / account holder | $249 | $2,002-87.5% | $9,462-97.4% | $1,945-87.2% |