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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,532 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,318 | $93,598-58.0% | $135,974-71.1% | $75,173-47.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 31.63% | 30.89%+0.7pp | 68.30%-36.7pp | 160.72%-129.1pp |
| Employer contribution / active EE | $5,283 | $3,538+49.3% | $4,859+8.7% | $2,671+97.8% |
| Participant deferral / active EE | $11,839 | $6,405+84.8% | $7,760+52.6% | $4,126+186.9% |
| Admin fee / account holder | $48 | $6,978-99.3% | $10,767-99.6% | $5,651-99.2% |