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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,533 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,983 | $101,317-53.6% | $146,958-68.0% | $74,495-36.9% |
| Participation rate | 59.4% | 75.5%-16.1pp | 82.2%-22.7pp | 67.2%-7.8pp |
| Annual return | 21.19% | 8730.91%-8709.7pp | 418.34%-397.1pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,578 | $7,303-9.9% | $8,070-18.5% | $4,346+51.4% |
| Admin fee / account holder | $172 | $1,739-90.1% | $12,998-98.7% | $1,942-91.1% |