Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,298 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE. · MILWALKEE, WI 53202 | Other Commissions | $7,448 |
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,338 | $55,453-77.8% | $170,435-92.8% | $62,293-80.2% |
| Participation rate | 76.1% | 66.4%+9.7pp | 83.6%-7.5pp | 69.5%+6.6pp |
| Annual return | 20.00% | 21.38%-1.4pp | 205.94%-185.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $204 | $2,164-90.6% | $5,432-96.3% | $2,042-90.0% |
| Participant deferral / active EE | $1,566 | $2,303-32.0% | $4,939-68.3% | $3,169-50.6% |
| Admin fee / account holder | $108 | $455-76.3% | $13,881-99.2% | $479-77.5% |