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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,283 |
Filed as: IFP ADVISORS, LLC Service code 26 · EIN 59-3331424 DBA INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL 33607 | Advisory (Participants) | $10,086 |
NEWPORT GROUP, INC.2 years Service code 15 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $3,846 |
Filed as: NORTHWESTERN MUTUAL INV. SERVICES Service code 26 ATTENTION IPS COMPENSATION · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 11.03% | 9.03%+2.0pp | 90.61%-79.6pp | 627.08%-616.1pp |
| Employer contribution / active EE | $15,334 | $13,843+10.8% | $32,730-53.1% | $18,824-18.5% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |