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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVC Service code 27 1704 S NEIL ST · CHAMPAIGN, IL 61820 | Advisory (Plan) | $23,381 |
BENEFIT PLANNING CONSULTANTS6+ years Service code 13 · EIN 36-3036100 | Contract Administrator | $7,416 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,016 | $54,573+35.6% | $90,970-18.6% | $73,493+0.7% |
| Participation rate | 67.2% | 61.2%+6.0pp | 69.0%-1.8pp | 70.7%-3.5pp |
| Annual return | 14.98% | 16.69%-1.7pp | 134.58%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,062 | $991+7.1% | $2,122-50.0% | $2,270-53.2% |
| Participant deferral / active EE | $5,483 | $2,517+117.9% | $3,373+62.5% | $3,740+46.6% |
| Admin fee / account holder | $404 | $521-22.5% | $5,960-93.2% | $513-21.3% |