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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,513 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $18,442 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $32,336 | $47,135-31.4% | $149,717-78.4% | $74,440-56.6% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.7pp | 70.7%+15.8pp |
| Annual return | 22.30% | 22.75%-0.4pp | 134.41%-112.1pp | 34.37%-12.1pp |
| Employer contribution / active EE | $2,214 | $1,906+16.2% | $4,820-54.1% | $2,638-16.1% |
| Participant deferral / active EE | $4,176 | $2,728+53.0% | $5,682-26.5% | $4,529-7.8% |
| Admin fee / account holder | $95 | $343-72.4% | $13,213-99.3% | $348-72.8% |