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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $25,021 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $21,658 |
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 | $33,359 | $49,693-32.9% | $70,544-52.7% | $74,460-55.2% |
| Participation rate | 54.9% | 64.7%-9.7pp | 68.4%-13.4pp | 70.7%-15.8pp |
| Annual return | 15.57% | 21.22%-5.6pp | 32.79%-17.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,417 | $1,773-20.1% | $2,976-52.4% | $2,638-46.3% |
| Participant deferral / active EE | $3,275 | $3,376-3.0% | $4,568-28.3% | $4,530-27.7% |
| Admin fee / account holder | $207 | $316-34.6% | $6,427-96.8% | $348-40.6% |