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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 |
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 | $65,084-79.1% | $67,681-79.9% | $64,340-78.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 10.93% | 20.50%-9.6pp | 590.58%-579.7pp | 24.14%-13.2pp |
| Employer contribution / active EE | $606 | $2,398-74.7% | $2,678-77.4% | $1,862-67.5% |
| Participant deferral / active EE | $1,937 | $3,210-39.7% | $3,976-51.3% | $2,980-35.0% |
| Admin fee / account holder | $96 | $1,415-93.2% | $6,100-98.4% | $3,703-97.4% |