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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $25,191 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 50 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Direct Payment | $19,708 |
CARPENTER MORSE GROUP4 years Service code 13 2170 W STATE ROAD 434 · LONGWOOD, FL 32779 | Contract Administrator | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,359 | $129,227-82.7% | $184,260-87.9% | $77,736-71.2% |
| Participation rate | 16.1% | 87.4%-71.3pp | 86.8%-70.7pp | 70.6%-54.5pp |
| Annual return | 12.96% | 33.24%-20.3pp | 28.84%-15.9pp | 31.26%-18.3pp |
| Employer contribution / active EE | $473 | $4,412-89.3% | $6,427-92.6% | $2,728-82.7% |
| Participant deferral / active EE | $730 | $7,307-90.0% | $9,133-92.0% | $4,651-84.3% |
| Admin fee / account holder | $179 | $256-29.8% | $13,898-98.7% | $433-58.6% |