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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,739 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $15,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,490 | $79,449-41.5% | $189,575-75.5% | $85,847-45.8% |
| Participation rate | 82.0% | 66.0%+16.0pp | 78.4%+3.6pp | 69.3%+12.7pp |
| Annual return | 26.79% | 18.45%+8.3pp | 64.19%-37.4pp | 318.61%-291.8pp |
| Employer contribution / active EE | $1,594 | $2,081-23.4% | $4,412-63.9% | $2,565-37.9% |
| Participant deferral / active EE | $4,097 | $4,051+1.1% | $6,174-33.6% | $3,952+3.7% |
| Admin fee / account holder | $252 | $5,377-95.3% | $9,806-97.4% | $6,261-96.0% |