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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 27 611 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $15,970 |
COULTER & JUSTUS3 years Filed as: COULTER & JUSTUS, PC Service code 99 9717 COGDILL ROAD, SUITE 201 · KNOXVILLE, TN 37932 | Other Fees | $13,208 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $4,383 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,656 | $76,670-43.1% | $96,683-54.8% | $71,457-38.9% |
| Participation rate | 67.8% | 66.6%+1.2pp | 74.3%-6.5pp | 67.9%-0.1pp |
| Annual return | 15.67% | 48.29%-32.6pp | 35.69%-20.0pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,027 | $3,031-66.1% | $3,737-72.5% | $2,588-60.3% |
| Participant deferral / active EE | $3,730 | $3,771-1.1% | $4,878-23.5% | $4,289-13.0% |
| Admin fee / account holder | $54 | $2,028-97.3% | $6,730-99.2% | $1,587-96.6% |