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) | $24,300 |
UNIFIED TRUST COMPANY, N.A.5 years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $23,695 |
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 | $83,614 | $136,307-38.7% | $177,848-53.0% | $73,497+13.8% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.7%+9.1pp | 70.7%+26.1pp |
| Annual return | 11.80% | 18.68%-6.9pp | 48.33%-36.5pp | 28.51%-16.7pp |
| Employer contribution / active EE | $4,351 | $3,712+17.2% | $5,919-26.5% | $2,270+91.7% |
| Participant deferral / active EE | $4,202 | $5,829-27.9% | $7,714-45.5% | $3,740+12.4% |
| Admin fee / account holder | $327 | $596-45.2% | $12,431-97.4% | $513-36.4% |