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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 99 · EIN 39-2018056 | Other Fees | $0 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 · EIN 71-0294708 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,517 | $46,332-81.6% | $143,799-94.1% | $64,819-86.9% |
| Participation rate | 90.5% | 64.2%+26.3pp | 80.3%+10.2pp | 71.5%+19.1pp |
| Annual return | -20.05% | -10.05%-10.0pp | -0.04%-20.0pp | 32.84%-52.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,392 | $2,647-9.7% | $5,638-57.6% | $4,311-44.5% |
| Admin fee / account holder | $43 | $154-72.1% | $14,677-99.7% | $188-77.1% |