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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,017 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $10,976 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,504 | $72,303-73.0% | $86,698-77.5% | $64,819-69.9% |
| Participation rate | 82.5% | 80.4%+2.0pp | 76.6%+5.9pp | 71.5%+11.0pp |
| Annual return | -16.01% | 392.77%-408.8pp | 35.95%-52.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $545 | $2,393-77.2% | $2,837-80.8% | $2,507-78.3% |
| Participant deferral / active EE | $2,757 | $4,660-40.8% | $4,656-40.8% | $4,311-36.1% |
| Admin fee / account holder | $89 | $174-49.0% | $7,493-98.8% | $188-52.7% |