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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,255 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,845 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,446 | $50,860-28.3% | $155,574-76.6% | $77,714-53.1% |
| Participation rate | 90.4% | 63.1%+27.2pp | 78.2%+12.2pp | 70.6%+19.8pp |
| Annual return | 14.22% | 34.86%-20.6pp | 64.87%-50.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $2,232 | $1,991+12.1% | $4,676-52.3% | $2,727-18.1% |
| Participant deferral / active EE | $4,596 | $2,825+62.7% | $5,629-18.4% | $4,649-1.1% |
| Admin fee / account holder | $103 | $436-76.4% | $15,914-99.4% | $433-76.3% |