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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,101 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $18,539 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,356 | $63,471-58.5% | $68,803-61.7% | $66,949-60.6% |
| Participation rate | 74.9% | 60.0%+14.9pp | 69.0%+5.9pp | 69.8%+5.1pp |
| Annual return | -14.89% | -8.29%-6.6pp | -6.37%-8.5pp | 1.57%-16.5pp |
| Employer contribution / active EE | $1,759 | $1,776-1.0% | $2,656-33.8% | $2,545-30.9% |
| Participant deferral / active EE | $3,732 | $2,946+26.7% | $3,942-5.3% | $4,239-12.0% |
| Admin fee / account holder | $194 | $578-66.5% | $4,936-96.1% | $594-67.4% |