Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,972 |
THE BENEFIT PRACTICE1 year Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $1,483 |
Filed as: NORTHWESTERN MUT INV SRV LLC Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,986 | $49,138-20.7% | $84,021-53.6% | $65,185-40.2% |
| Participation rate | 58.4% | 60.7%-2.4pp | 69.0%-10.6pp | 70.2%-11.8pp |
| Annual return | 21.63% | 23.00%-1.4pp | 71.32%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,460 | $914+59.8% | $1,984-26.4% | $2,177-32.9% |
| Participant deferral / active EE | $2,562 | $2,397+6.9% | $3,239-20.9% | $3,514-27.1% |
| Admin fee / account holder | $416 | $543-23.4% | $6,102-93.2% | $847-50.9% |