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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $53,886 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,064 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,914 | $92,076-57.7% | $105,607-63.2% | $77,736-49.9% |
| Participation rate | 38.0% | 81.0%-43.0pp | 75.3%-37.3pp | 70.6%-32.6pp |
| Annual return | 10.43% | 17.84%-7.4pp | 116.11%-105.7pp | 31.26%-20.8pp |
| Employer contribution / active EE | $1,205 | $3,370-64.2% | $3,167-61.9% | $2,728-55.8% |
| Participant deferral / active EE | $2,087 | $5,390-61.3% | $5,011-58.4% | $4,651-55.1% |
| Admin fee / account holder | $301 | $219+37.6% | $10,958-97.3% | $433-30.5% |