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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,024 |
Filed as: NORTHWESTERN MUTUAL INV. SERVICES Service code 26 ATTENTION IPS COMPENSATION · MILWAUKEE, WI 53202 | Advisory (Participants) | $22,507 |
Filed as: IFP Service code 26 · EIN 59-3331424 | Advisory (Participants) | $9,471 |
NEWPORT GROUP, INC.1 year Service code 15 5700 WESTOWN PARKWAY, SUITE 100 · WEST DES MOINES, IA 50266 | Recordkeeping | $3,376 |
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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 | $0 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 17.55% | 12.96%+4.6pp | 20.73%-3.2pp | 16.32%+1.2pp |
| Employer contribution / active EE | $15,447 | $12,913+19.6% | $36,503-57.7% | $17,007-9.2% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |