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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $32,859 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,081 |
ASCENSUS LLC3+ years Filed as: FUTUREPLAN BY ASCENSUS - BPC Service code 13 PO BOX 56018 · BOSTON, MA 02205 | Contract Administrator | $750 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS-BPC Service code 13 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,441 | $122,042-48.8% | $184,260-66.1% | $74,459-16.1% |
| Participation rate | 78.0% | 85.5%-7.5pp | 86.8%-8.8pp | 67.2%+10.8pp |
| Annual return | 26.08% | 19.91%+6.2pp | 28.84%-2.8pp | 1369.70%-1343.6pp |
| Employer contribution / active EE | $2,584 | $4,537-43.1% | $6,427-59.8% | $2,626-1.6% |
| Participant deferral / active EE | $11,277 | $7,143+57.9% | $9,133+23.5% | $4,350+159.3% |
| Admin fee / account holder | $406 | $1,252-67.6% | $13,898-97.1% | $1,945-79.1% |