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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,990 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $15,601 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,532 | $60,788-59.6% | $85,709-71.4% | $79,391-69.1% |
| Participation rate | 79.0% | 62.1%+16.9pp | 69.9%+9.2pp | 70.7%+8.3pp |
| Annual return | 13.00% | 16.57%-3.6pp | 21.49%-8.5pp | 116.88%-103.9pp |
| Employer contribution / active EE | $1,667 | $1,664+0.2% | $2,619-36.3% | $2,428-31.3% |
| Participant deferral / active EE | $3,095 | $2,920+6.0% | $3,924-21.1% | $4,046-23.5% |
| Admin fee / account holder | $162 | $439-63.0% | $6,876-97.6% | $627-74.1% |