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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $14,111 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $9,012 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,568 | $55,636-61.2% | $81,982-73.7% | $73,497-70.7% |
| Participation rate | 73.1% | 62.3%+10.8pp | 69.3%+3.8pp | 70.7%+2.4pp |
| Annual return | 16.18% | 19.07%-2.9pp | 41.31%-25.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,582 | $1,625-2.6% | $2,498-36.7% | $2,270-30.3% |
| Participant deferral / active EE | $2,544 | $2,762-7.9% | $3,722-31.7% | $3,740-32.0% |
| Admin fee / account holder | $129 | $493-73.8% | $5,665-97.7% | $513-74.9% |