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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,815 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $60,000 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $31,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,360 | $106,230-57.3% | $147,080-69.2% | $77,736-41.6% |
| Participation rate | 91.6% | 78.4%+13.2pp | 82.2%+9.5pp | 70.6%+21.0pp |
| Annual return | 16.07% | 56.91%-40.8pp | 420.17%-404.1pp | 31.26%-15.2pp |
| Employer contribution / active EE | $2,791 | $4,072-31.5% | $4,933-43.4% | $2,728+2.3% |
| Participant deferral / active EE | $4,881 | $8,001-39.0% | $8,066-39.5% | $4,651+4.9% |
| Admin fee / account holder | $274 | $338-19.1% | $12,989-97.9% | $433-36.9% |