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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,866 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $28,910 |
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 | $43,976 | $55,441-20.7% | $76,002-42.1% | $77,671-43.4% |
| Participation rate | 57.2% | 63.6%-6.4pp | 69.1%-11.9pp | 70.6%-13.4pp |
| Annual return | 16.08% | 17.08%-1.0pp | 360.07%-344.0pp | 31.21%-15.1pp |
| Employer contribution / active EE | $1,431 | $1,789-20.0% | $2,688-46.8% | $2,726-47.5% |
| Participant deferral / active EE | $3,770 | $3,451+9.2% | $4,257-11.4% | $4,648-18.9% |
| Admin fee / account holder | $278 | $407-31.7% | $6,414-95.7% | $430-35.4% |