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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,811 |
Filed as: NORTHWESTER MUTUAL INVESTMENT Service code 22 | Insurance Broker | $12,500 |
Service code 10 · EIN 72-1202445 | Accounting | $6,000 |
Filed as: HEARD, MCELROY, & VESTAL Service code 15 · EIN 72-0398470 | Recordkeeping | $5,893 |
PINNACLE PLAN DESIGN, LLC2 years Service code 15 · EIN 20-3970947 | Recordkeeping | $3,150 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,254 |
Filed as: NORTHWESTERN MUTUAL Service code 22 · EIN 52-2114207 | Insurance Broker | $0 |
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 | $64,465 | $58,895+9.5% | $178,503-63.9% | $73,497-12.3% |
| Participation rate | 89.7% | 66.2%+23.5pp | 81.9%+7.8pp | 70.7%+19.1pp |
| Annual return | 17.61% | 24.86%-7.3pp | 151.12%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,104 | $2,236-50.6% | $5,011-78.0% | $2,270-51.4% |
| Participant deferral / active EE | $3,054 | $2,567+19.0% | $5,202-41.3% | $3,740-18.3% |
| Admin fee / account holder | $135 | $400-66.3% | $13,987-99.0% | $513-73.7% |