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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $129,718 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP BENEFITS CONSULTANTS Service code 15 · EIN 42-1451295 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $36,117 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $32,745 |
Filed as: IFP ADVISORS, INC. Service code 26 DBA INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL 33607 | Advisory (Participants) | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 26 ATTENTION IPS COMPENSATION · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,919 | $61,166+356.0% | $185,849+50.1% | $79,391+251.3% |
| Participation rate | 90.8% | 66.6%+24.1pp | 81.7%+9.1pp | 70.7%+20.1pp |
| Annual return | 15.08% | 19.45%-4.4pp | 122.10%-107.0pp | 116.88%-101.8pp |
| Employer contribution / active EE | $9,922 | $2,321+327.5% | $5,169+92.0% | $2,428+308.7% |
| Participant deferral / active EE | $7,437 | $2,789+166.7% | $5,569+33.6% | $4,046+83.8% |
| Admin fee / account holder | $552 | $710-22.2% | $16,244-96.6% | $627-11.9% |