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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGMEN Service code 99 | Other Fees | $16,759 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 49 · EIN 39-1974154 | Other Services | $4,079 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $83 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 · EIN 39-2018056 MANAGEMENT COMPANY · MILWAUKEE, WI 53214 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 64 · EIN 71-0294708 ANNUITY CO. · MILWAUKEE, WI 53214 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,641 | $80,748-54.6% | $102,383-64.2% | $74,429-50.8% |
| Participation rate | 70.2% | 65.7%+4.5pp | 74.5%-4.4pp | 67.2%+2.9pp |
| Annual return | 16.43% | 27.57%-11.1pp | 24.94%-8.5pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $931 | $3,159-70.5% | $3,870-75.9% | $2,625-64.5% |
| Participant deferral / active EE | $3,293 | $3,861-14.7% | $5,060-34.9% | $4,348-24.3% |
| Admin fee / account holder | $321 | $2,371-86.5% | $8,391-96.2% | $1,944-83.5% |