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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORTHWESTERN MUTUAL INVESTMENT SERV Service code 55 | Other Commissions | $18,554 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC. Service code 99 · EIN 84-2028419 | Other Fees | $3,139 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 99 · EIN 02-0488491 | Other Fees | $422 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 55 · EIN 39-0509570 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | Other Commissions | $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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,485 | $45,343+24.6% | $150,298-62.4% | $67,986-16.9% |
| Participation rate | 32.4% | 51.9%-19.5pp | 77.8%-45.4pp | 57.2%-24.8pp |
| Annual return | 15.59% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $700 | $1,462-52.1% | $4,154-83.1% | $2,019-65.3% |
| Participant deferral / active EE | $1,505 | $2,055-26.7% | $5,453-72.4% | $3,358-55.2% |
| Admin fee / account holder | $438 | $2,250-80.5% | $14,116-96.9% | $3,203-86.3% |