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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,346 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $32,056 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,422 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,146 | $52,722+10.3% | $90,440-35.7% | $73,412-20.8% |
| Participation rate | 49.2% | 67.7%-18.5pp | 72.7%-23.5pp | 72.2%-23.0pp |
| Annual return | 17.44% | 20.70%-3.3pp | 1294.38%-1276.9pp | 59.30%-41.9pp |
| Employer contribution / active EE | $674 | $1,872-64.0% | $3,263-79.3% | $2,234-69.8% |
| Participant deferral / active EE | $3,620 | $2,810+28.8% | $3,964-8.7% | $3,806-4.9% |
| Admin fee / account holder | $191 | $117+63.1% | $5,615-96.6% | $158+20.7% |