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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,435 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $3,759 |
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 PO BOX 1768 · SAVANNAH, GA 31402 | Contract Administrator | $927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,388 | $25,723-63.5% | $69,182-86.4% | $55,167-83.0% |
| Participation rate | 25.7% | 39.4%-13.8pp | 55.1%-29.5pp | 69.0%-43.3pp |
| Annual return | 60.61% | 9.56%+51.0pp | -21.93%+82.5pp | 169.23%-108.6pp |
| Employer contribution / active EE | $297 | $480-38.1% | $1,206-75.3% | $1,963-84.8% |
| Participant deferral / active EE | $812 | $963-15.8% | $1,897-57.2% | $3,054-73.4% |
| Admin fee / account holder | $112 | $365-69.4% | $2,697-95.9% | $504-77.8% |