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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) | $19,087 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,403 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INC Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $4,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,384 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,463 | $69,511-27.4% | $94,672-46.7% | $71,529-29.5% |
| Participation rate | 84.5% | 78.4%+6.0pp | 80.8%+3.6pp | 67.9%+16.5pp |
| Annual return | 21.15% | 29.67%-8.5pp | 156.89%-135.7pp | 28.97%-7.8pp |
| Employer contribution / active EE | $3,044 | $2,853+6.7% | $3,673-17.1% | $2,590+17.5% |
| Participant deferral / active EE | $6,477 | $7,348-11.9% | $7,417-12.7% | $4,291+50.9% |
| Admin fee / account holder | $276 | $1,211-77.2% | $7,222-96.2% | $1,588-82.6% |