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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,802 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 12221 MERIT DRIVE 1500 · DALLAS, TX 75251 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,789 | $72,177-82.3% | $115,038-88.9% | $59,633-78.6% |
| Participation rate | 47.6% | 72.6%-24.9pp | 81.4%-33.7pp | 68.7%-21.1pp |
| Annual return | -1.58% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,672 | $4,783-65.0% | $6,026-72.3% | $3,192-47.6% |
| Admin fee / account holder | $88 | $4,927-98.2% | $8,175-98.9% | $4,297-97.9% |