Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $25,255 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 35 · EIN 04-2647786 | Employee (plan sponsor); Account main... | $13,738 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES OF GA, LLC Service code 49 · EIN 83-4452620 | Other Services | $4,480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,764 | $91,439-47.8% | $135,974-64.9% | $71,511-33.2% |
| Participation rate | 92.5% | 75.7%+16.8pp | 81.9%+10.6pp | 67.9%+24.6pp |
| Annual return | 18.54% | 29.90%-11.4pp | 68.30%-49.8pp | 28.86%-10.3pp |
| Employer contribution / active EE | $1,810 | $3,705-51.1% | $4,859-62.7% | $2,589-30.1% |
| Participant deferral / active EE | $9,416 | $7,093+32.7% | $7,760+21.3% | $4,291+119.4% |
| Admin fee / account holder | $216 | $1,267-83.0% | $10,767-98.0% | $1,588-86.4% |