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) | $39,171 |
UNIFIED TRUST COMPANY, N.A.7 years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $26,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,042 | $102,661-24.0% | $151,645-48.5% | $66,949+16.6% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.5%+7.0pp | 69.8%+24.6pp |
| Annual return | -10.52% | -10.81%+0.3pp | 3.34%-13.9pp | 1.57%-12.1pp |
| Employer contribution / active EE | $5,076 | $4,184+21.3% | $6,165-17.7% | $2,545+99.4% |
| Participant deferral / active EE | $5,546 | $6,645-16.5% | $8,363-33.7% | $4,239+30.8% |
| Admin fee / account holder | $332 | $630-47.4% | $11,614-97.1% | $594-44.1% |