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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,404 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $17,624 |
MANAGEMENT REGISTRY INC1 year Service code 10 · EIN 61-0863236 | Accounting | $11,000 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $7,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,234 | $44,898-95.0% | $85,187-97.4% | $199,960-98.9% |
| Participation rate | 9.5% | 45.7%-36.2pp | 67.5%-58.0pp | 72.0%-62.5pp |
| Annual return | 14.63% | 20.98%-6.4pp | 66.67%-52.0pp | 34.28%-19.7pp |
| Employer contribution / active EE | $193 | $1,367-85.9% | $2,732-92.9% | $3,036-93.6% |
| Participant deferral / active EE | $380 | $2,670-85.8% | $4,525-91.6% | $5,087-92.5% |
| Admin fee / account holder | $38 | $585-93.6% | $6,162-99.4% | $269-86.0% |