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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,446 |
THE BENEFIT PRACTICE2 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $6,251 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,341 | $54,573-22.4% | $90,970-53.5% | $73,493-42.4% |
| Participation rate | 48.0% | 61.2%-13.2pp | 69.0%-21.0pp | 70.7%-22.7pp |
| Annual return | 16.86% | 16.69%+0.2pp | 134.58%-117.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $844 | $991-14.8% | $2,122-60.2% | $2,270-62.8% |
| Participant deferral / active EE | $1,984 | $2,517-21.2% | $3,373-41.2% | $3,740-47.0% |
| Admin fee / account holder | $471 | $521-9.7% | $5,960-92.1% | $513-8.2% |