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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $20,625 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGE Service code 27 · EIN 39-2018056 | Advisory (Plan) | $9,306 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,595 | $64,705-79.0% | $62,929-78.4% | $67,986-80.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 10.93% | 20.31%-9.4pp | 1063.93%-1053.0pp | 31.67%-20.7pp |
| Employer contribution / active EE | $606 | $2,376-74.5% | $2,505-75.8% | $2,019-70.0% |
| Participant deferral / active EE | $1,937 | $3,198-39.4% | $3,888-50.2% | $3,358-42.3% |
| Admin fee / account holder | $96 | $1,428-93.3% | $5,065-98.1% | $3,203-97.0% |