Filed January 23, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL FINANCIAL NETWO Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $18,158 |
UNIFIED TRUST COMPANY, N.A.2 years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $17,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,021 | $89,739-9.7% | $149,721-45.9% | $62,293+30.1% |
| Participation rate | 97.2% | 85.1%+12.1pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 12.45% | 21.01%-8.6pp | 1501.67%-1489.2pp | 28.90%-16.4pp |
| Employer contribution / active EE | $4,281 | $3,233+32.4% | $5,444-21.4% | $2,042+109.6% |
| Participant deferral / active EE | $4,466 | $4,797-6.9% | $6,568-32.0% | $3,169+40.9% |
| Admin fee / account holder | $300 | $551-45.6% | $11,282-97.3% | $479-37.4% |