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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,590 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $10,607 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $6,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,817 | $77,920-52.8% | $149,723-75.4% | $75,177-51.0% |
| Participation rate | 93.9% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 9.64% | 31.72%-22.1pp | 134.50%-124.9pp | 160.75%-151.1pp |
| Employer contribution / active EE | $1,079 | $3,138-65.6% | $4,821-77.6% | $2,671-59.6% |
| Participant deferral / active EE | $1,843 | $3,411-46.0% | $5,682-67.6% | $4,126-55.3% |
| Admin fee / account holder | $254 | $5,951-95.7% | $13,215-98.1% | $5,651-95.5% |