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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEMN Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,285 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $12,012 |
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $7,501 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,725 | $72,352-64.4% | $142,516-81.9% | $71,511-64.0% |
| Participation rate | 71.3% | 71.7%-0.4pp | 76.8%-5.4pp | 67.9%+3.4pp |
| Annual return | 17.55% | 21.17%-3.6pp | 19.99%-2.4pp | 28.86%-11.3pp |
| Employer contribution / active EE | $4,841 | $3,800+27.4% | $4,849-0.2% | $2,589+87.0% |
| Participant deferral / active EE | $6,056 | $5,288+14.5% | $6,280-3.6% | $4,291+41.2% |
| Admin fee / account holder | $186 | $1,438-87.1% | $10,008-98.1% | $1,588-88.3% |