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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUT WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $23,430 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 14 4949 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Plan Administrator | $15,377 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,453 | $89,465-6.7% | $165,100-49.5% | $77,762+7.3% |
| Participation rate | 30.2% | 78.6%-48.4pp | 78.6%-48.4pp | 70.6%-40.4pp |
| Annual return | 0.00% | 28.86%-28.9pp | 70.21%-70.2pp | 31.27%-31.3pp |
| Employer contribution / active EE | $708 | $2,565-72.4% | $4,348-83.7% | $2,728-74.0% |
| Participant deferral / active EE | $1,698 | $4,904-65.4% | $6,035-71.9% | $4,651-63.5% |
| Admin fee / account holder | $314 | $340-7.6% | $12,696-97.5% | $433-27.4% |