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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $16,834 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $14,035 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $9,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,854 |
SECURITIES AMERICA INC9 years Filed as: SECURITIES AMERICA, INC Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $1,338 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $98 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,318 | $55,402+12.5% | $76,089-18.1% | $77,714-19.8% |
| Participation rate | 43.6% | 63.6%-20.0pp | 69.1%-25.5pp | 70.6%-27.0pp |
| Annual return | 13.23% | 17.09%-3.9pp | 360.94%-347.7pp | 31.26%-18.0pp |
| Employer contribution / active EE | $537 | $1,789-70.0% | $2,690-80.0% | $2,727-80.3% |
| Participant deferral / active EE | $2,249 | $3,450-34.8% | $4,259-47.2% | $4,649-51.6% |
| Admin fee / account holder | $94 | $410-77.0% | $6,418-98.5% | $433-78.2% |