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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $14,570 |
Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $9,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,549 | $48,576-6.2% | $169,463-73.1% | $56,287-19.1% |
| Participation rate | 81.3% | 65.8%+15.5pp | 77.8%+3.5pp | 69.9%+11.4pp |
| Annual return | -6.27% | -2.51%-3.8pp | 1.83%-8.1pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,122 | $3,275-4.7% | $5,277-40.8% | $3,350-6.8% |
| Admin fee / account holder | $75 | $435-82.7% | $9,109-99.2% | $521-85.5% |