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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,985 |
WRIGHT FORD YOUNG & CO2 years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $9,500 |
CROSSPLANS1 year Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $8,624 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $8,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,926 | $91,559-58.6% | $133,971-71.7% | $79,852-52.5% |
| Participation rate | 55.1% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | 8.11% | 61.85%-53.7pp | 45.09%-37.0pp | 31.72%-23.6pp |
| Employer contribution / active EE | $889 | $2,384-62.7% | $3,919-77.3% | $2,471-64.0% |
| Participant deferral / active EE | $2,279 | $3,734-39.0% | $5,047-54.8% | $3,740-39.1% |
| Admin fee / account holder | $720 | $6,321-88.6% | $8,929-91.9% | $5,306-86.4% |