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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,149 |
Filed as: IFP ADVISORS, LLC Service code 26 · EIN 59-3331424 DBA INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL 33607 | Advisory (Participants) | $15,234 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 95630 | Recordkeeping | $5,486 |
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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 15.71% | 9.92%+5.8pp | 32.33%-16.6pp | 22.81%-7.1pp |
| Employer contribution / active EE | $14,104 | $16,139-12.6% | $33,956-58.5% | $18,290-22.9% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |