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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,583 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,700 |
MORNINGSTAR4 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 | $44,393 | $46,464-4.5% | $150,298-70.5% | $79,634-44.3% |
| Participation rate | 91.9% | 57.0%+35.0pp | 77.8%+14.2pp | 62.5%+29.4pp |
| Annual return | 15.81% | 27.89%-12.1pp | 62.79%-47.0pp | 36.46%-20.7pp |
| Employer contribution / active EE | $2,579 | $1,512+70.6% | $4,154-37.9% | $2,529+2.0% |
| Participant deferral / active EE | $5,207 | $2,157+141.4% | $5,453-4.5% | $3,835+35.8% |
| Admin fee / account holder | $120 | $891-86.5% | $14,116-99.2% | $1,002-88.0% |