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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEMN Service code 27 · EIN 39-2018056 | Advisory (Plan) | $27,328 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $13,979 |
METRO BENEFITS, INC.1 year Service code 64 · EIN 25-1541083 | Recordkeeping Fees | $8,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,748 | $79,779-52.7% | $153,741-75.4% | $74,478-49.3% |
| Participation rate | 68.7% | 69.9%-1.2pp | 77.1%-8.4pp | 67.2%+1.5pp |
| Annual return | 12.95% | 15.08%-2.1pp | 15.71%-2.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $3,841 | $4,026-4.6% | $5,042-23.8% | $2,626+46.2% |
| Participant deferral / active EE | $6,597 | $5,329+23.8% | $6,757-2.4% | $4,350+51.7% |
| Admin fee / account holder | $355 | $1,761-79.8% | $12,749-97.2% | $1,946-81.7% |