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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGMEN Service code 27 611 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $33,451 |
CARPENTER MORSE GROUP3 years Service code 13 2170 WEST STATE ROAD 434 SUITE 280 · LONGWOOD, FL 32779 | Contract Administrator | $2,600 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,554 | $73,848+14.5% | $143,799-41.2% | $68,486+23.5% |
| Participation rate | 98.8% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -16.55% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,178 | $3,184-31.6% | $4,952-56.0% | $2,597-16.1% |
| Participant deferral / active EE | $3,649 | $3,385+7.8% | $5,638-35.3% | $4,028-9.4% |
| Admin fee / account holder | $217 | $5,755-96.2% | $14,677-98.5% | $5,404-96.0% |