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| Provider | Service type | Compensation |
|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $39,141 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES OF GEROGIA, LLC Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $12,871 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,519 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,627 | $78,636-42.0% | $105,607-56.8% | $74,459-38.7% |
| Participation rate | 97.1% | 72.8%+24.3pp | 75.3%+21.8pp | 67.2%+29.9pp |
| Annual return | 14.89% | 15.96%-1.1pp | 116.11%-101.2pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $1,172 | $2,523-53.5% | $3,167-63.0% | $2,626-55.4% |
| Participant deferral / active EE | $4,076 | $4,322-5.7% | $5,011-18.7% | $4,350-6.3% |
| Admin fee / account holder | $254 | $2,220-88.5% | $10,958-97.7% | $1,945-86.9% |