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 |
|---|---|---|
Filed as: MORTHWESTERN MUTUAL INVESTMENT SERV Service code 55 | Other Commissions | $18,490 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 | Other Services | $17,593 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST Service code 49 · EIN 84-2028419 | Other Services | $0 |
Service code 55 · EIN 39-0509570 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,260 | $55,470-23.8% | $155,556-72.8% | $74,478-43.3% |
| Participation rate | 33.8% | 61.9%-28.1pp | 78.2%-44.4pp | 67.2%-33.4pp |
| Annual return | 11.50% | 269.80%-258.3pp | 64.84%-53.3pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $753 | $2,267-66.8% | $4,675-83.9% | $2,626-71.3% |
| Participant deferral / active EE | $1,330 | $2,838-53.1% | $5,631-76.4% | $4,350-69.4% |
| Admin fee / account holder | $275 | $1,744-84.3% | $15,885-98.3% | $1,946-85.9% |