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) | $34,892 |
UNIFIED TRUST COMPANY, N.A.6+ years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $28,268 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,600 | $121,341-23.7% | $189,513-51.1% | $79,386+16.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 46.05% | 21.08%+25.0pp | 555.15%-509.1pp | 116.85%-70.8pp |
| Employer contribution / active EE | $4,922 | $3,915+25.7% | $6,162-20.1% | $2,427+102.8% |
| Participant deferral / active EE | $5,235 | $6,395-18.1% | $8,221-36.3% | $4,046+29.4% |
| Admin fee / account holder | $333 | $651-48.9% | $12,045-97.2% | $626-46.8% |