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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $904 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 462 S. 4TH ST. SUITE 1900 · LOUISVILLE, KY 40202 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,986 | $40,479-67.9% | $78,210-83.4% | $62,293-79.2% |
| Participation rate | 26.9% | 54.6%-27.7pp | 68.7%-41.8pp | 69.5%-42.6pp |
| Annual return | 20.48% | 66.31%-45.8pp | 40.90%-20.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $201 | $1,024-80.3% | $2,034-90.1% | $2,042-90.1% |
| Participant deferral / active EE | $530 | $1,718-69.2% | $2,823-81.2% | $3,169-83.3% |
| Admin fee / account holder | $31 | $376-91.7% | $3,758-99.2% | $479-93.5% |