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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,501 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $8,738 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $388 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $91 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,835 | $91,517-93.6% | $101,271-94.2% | $73,412-92.1% |
| Participation rate | 90.3% | 73.8%+16.5pp | 75.8%+14.5pp | 72.2%+18.1pp |
| Annual return | 39.32% | 17.17%+22.1pp | 46.48%-7.2pp | 59.30%-20.0pp |
| Employer contribution / active EE | $539 | $2,877-81.3% | $3,660-85.3% | $2,234-75.9% |
| Participant deferral / active EE | $1,832 | $3,338-45.1% | $4,371-58.1% | $3,806-51.9% |
| Admin fee / account holder | $45 | $216-79.2% | $5,948-99.2% | $158-71.5% |