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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTIAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,523 |
CARPENTER MORSE GROUP4 years Service code 13 2170 W STATE ROAD 434 · LONGWOOD, FL 32779 | Contract Administrator | $3,300 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $2,127 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $566 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,042 | $101,539-67.5% | $147,041-77.5% | $74,400-55.6% |
| Participation rate | 73.3% | 75.5%-2.3pp | 82.2%-8.9pp | 67.2%+6.1pp |
| Annual return | 17.77% | 8740.84%-8723.1pp | 419.21%-401.4pp | 1367.51%-1349.7pp |
| Employer contribution / active EE | $1,333 | $3,811-65.0% | $4,935-73.0% | $2,624-49.2% |
| Participant deferral / active EE | $6,747 | $7,304-7.6% | $8,071-16.4% | $4,348+55.2% |
| Admin fee / account holder | $100 | $1,749-94.3% | $13,006-99.2% | $1,944-94.9% |