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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,197 |
Filed as: NORTHWESTERN MUTUAL FINANCIAL NETWO Service code 27 225 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $13,756 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,292 | $55,470-76.0% | $155,556-91.5% | $74,478-82.2% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.8pp | 67.2%+25.8pp |
| Annual return | 14.73% | 269.80%-255.1pp | 64.84%-50.1pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $156 | $2,267-93.1% | $4,675-96.7% | $2,626-94.0% |
| Participant deferral / active EE | $1,842 | $2,838-35.1% | $5,631-67.3% | $4,350-57.7% |
| Admin fee / account holder | $125 | $1,744-92.8% | $15,885-99.2% | $1,946-93.6% |