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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $4,425 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,200 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,116 | $61,214-88.4% | $83,323-91.5% | $56,287-87.4% |
| Participation rate | 93.4% | 72.6%+20.8pp | 77.8%+15.6pp | 69.9%+23.5pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.63%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,320 | $1,925+20.5% | $3,379-31.3% | $2,111+9.9% |
| Participant deferral / active EE | $4,020 | $5,091-21.1% | $5,565-27.8% | $3,350+20.0% |
| Admin fee / account holder | $41 | $512-92.0% | $7,539-99.5% | $521-92.2% |