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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 29 SOUTH MAIN ST. · WEST HARTFORD, CT 06107 | Other Services | $0 |
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 | $56,787 | $61,214-7.2% | $83,322-31.8% | $56,287+0.9% |
| Participation rate | 92.0% | 72.6%+19.4pp | 77.8%+14.2pp | 69.9%+22.1pp |
| Annual return | -6.10% | 0.42%-6.5pp | 10.64%-16.7pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,188 | $1,925+13.6% | $3,379-35.2% | $2,111+3.7% |
| Participant deferral / active EE | $6,063 | $5,091+19.1% | $5,565+9.0% | $3,350+81.0% |
| Admin fee / account holder | $8 | $512-98.5% | $7,540-99.9% | $521-98.6% |