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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 MGMT CO · MILWAUKEE, WI 53214 | Other Fees | $17,857 |
Filed as: BLUE CHIP RETIREMENT PLANS, INC Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $5,288 |
Filed as: VOYA RETIREMENT INSURANCE & Service code 64 ANNUITY COMPANY · HARTFORD, MA 06199 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,790 | $64,176-69.2% | $112,249-82.4% | $66,938-70.4% |
| Participation rate | 83.9% | 68.4%+15.4pp | 75.1%+8.8pp | 69.8%+14.1pp |
| Annual return | -16.07% | -13.80%-2.3pp | 27.48%-43.5pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,077 | $3,007-64.2% | $3,636-70.4% | $2,545-57.7% |
| Participant deferral / active EE | $3,143 | $3,694-14.9% | $4,729-33.5% | $4,238-25.8% |
| Admin fee / account holder | $203 | $626-67.6% | $6,412-96.8% | $594-65.8% |