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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $16,503 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGE Service code 27 · EIN 39-2018056 | Advisory (Plan) | $7,582 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,555 | $69,774-79.1% | $67,561-78.5% | $74,429-80.4% |
| Participation rate | 93.3% | 71.4%+22.0pp | 72.9%+20.4pp | 67.2%+26.1pp |
| Annual return | 12.82% | -40.53%+53.3pp | 3525.44%-3512.6pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $723 | $2,710-73.3% | $2,735-73.6% | $2,625-72.4% |
| Participant deferral / active EE | $1,969 | $3,636-45.8% | $4,003-50.8% | $4,348-54.7% |
| Admin fee / account holder | $96 | $890-89.2% | $4,006-97.6% | $1,944-95.1% |