Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $93 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $33 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 1475 EAST WOODFIELD RD STE 900 · SCHAUMBURG, IL 60173 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,385 | $63,924-50.9% | $108,582-71.1% | $55,167-43.1% |
| Participation rate | 54.9% | 74.3%-19.4pp | 79.6%-24.6pp | 69.0%-14.0pp |
| Annual return | 9.16% | 15.31%-6.1pp | -51.70%+60.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $631 | $1,879-66.4% | $3,758-83.2% | $1,963-67.8% |
| Participant deferral / active EE | $2,712 | $3,067-11.6% | $4,311-37.1% | $3,054-11.2% |
| Admin fee / account holder | $19 | $618-96.9% | $7,645-99.8% | $504-96.2% |