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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $38,654 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,242 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES, INC Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $5,085 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,922 |
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 | $43,786 | $90,064-51.4% | $100,415-56.4% | $77,762-43.7% |
| Participation rate | 93.0% | 81.3%+11.7pp | 81.5%+11.5pp | 70.6%+22.4pp |
| Annual return | 71.07% | 20.61%+50.5pp | 49.47%+21.6pp | 31.27%+39.8pp |
| Employer contribution / active EE | $2,707 | $3,043-11.0% | $3,943-31.3% | $2,728-0.8% |
| Participant deferral / active EE | $5,424 | $8,282-34.5% | $8,091-33.0% | $4,651+16.6% |
| Admin fee / account holder | $215 | $172+24.9% | $7,906-97.3% | $433-50.4% |