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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 99 · EIN 39-2018056 | Other Fees | $15,316 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Other Services | $6,239 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,879 | $76,112-67.3% | $96,534-74.2% | $71,511-65.2% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.3pp | 67.9%+31.3pp |
| Annual return | 40.08% | 22.81%+17.3pp | 25.88%+14.2pp | 28.86%+11.2pp |
| Employer contribution / active EE | $3,865 | $2,248+71.9% | $2,965+30.3% | $2,589+49.3% |
| Participant deferral / active EE | $7,186 | $4,217+70.4% | $4,851+48.1% | $4,291+67.5% |
| Admin fee / account holder | $196 | $2,708-92.8% | $8,253-97.6% | $1,588-87.7% |