Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $19,084 |
HUNNEX AND SHOEMAKER, INC.2+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $7,271 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $1,841 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,092 | $106,749-1.6% | $145,433-27.7% | $82,448+27.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.83% | 27.59%-11.8pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,793 | $3,444+39.2% | $4,554+5.2% | $2,551+87.9% |
| Participant deferral / active EE | $16,358 | $6,519+150.9% | $7,897+107.1% | $4,139+295.2% |
| Admin fee / account holder | $128 | $8,390-98.5% | $13,129-99.0% | $7,234-98.2% |