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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,525 | $92,224-4.0% | $105,223-15.9% | $79,634+11.2% |
| Participation rate | 48.1% | 69.2%-21.1pp | 75.0%-27.0pp | 62.5%-14.4pp |
| Annual return | 16.59% | 88.65%-72.1pp | 180.65%-164.1pp | 36.46%-19.9pp |
| Employer contribution / active EE | $573 | $3,965-85.5% | $3,689-84.5% | $2,529-77.3% |
| Participant deferral / active EE | $1,902 | $3,834-50.4% | $5,072-62.5% | $3,835-50.4% |
| Admin fee / account holder | $303 | $1,121-73.0% | $8,859-96.6% | $1,002-69.8% |