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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $80,000 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $41,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,525 | $95,880-7.7% | $107,525-17.7% | $85,563+3.5% |
| Participation rate | 48.1% | 70.1%-22.1pp | 75.1%-27.0pp | 66.0%-17.9pp |
| Annual return | 16.59% | 68.06%-51.5pp | 181.32%-164.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $573 | $3,812-85.0% | $3,754-84.7% | $2,654-78.4% |
| Participant deferral / active EE | $1,902 | $4,201-54.7% | $5,116-62.8% | $4,375-56.5% |
| Admin fee / account holder | $303 | $1,025-70.5% | $8,919-96.6% | $834-63.7% |