Filed January 24, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,667 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 27 · EIN 39-2018056 | Advisory (Plan) | $20,263 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $1,540 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,664 | $50,919+193.9% | $155,556-3.8% | $77,762+92.5% |
| Participation rate | 47.6% | 63.1%-15.5pp | 78.2%-30.6pp | 70.6%-23.0pp |
| Annual return | 15.49% | 34.84%-19.3pp | 64.84%-49.3pp | 31.27%-15.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,734 | $2,824+103.0% | $5,631+1.8% | $4,651+23.3% |
| Admin fee / account holder | $215 | $437-50.9% | $15,885-98.6% | $433-50.4% |