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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $40,042 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 26 · EIN 39-2018056 | Advisory (Participants) | $5,961 |
Filed as: NORTHWESTERN MUTUAL INV SVC Service code 26 · EIN 55-2114207 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,552 | $79,438-42.7% | $106,551-57.2% | $79,393-42.6% |
| Participation rate | 58.0% | 74.2%-16.1pp | 76.1%-18.1pp | 70.7%-12.7pp |
| Annual return | 24.33% | 18.27%+6.1pp | 26.80%-2.5pp | 116.87%-92.5pp |
| Employer contribution / active EE | $2,232 | $2,235-0.1% | $2,819-20.8% | $2,428-8.0% |
| Participant deferral / active EE | $3,751 | $3,824-1.9% | $4,398-14.7% | $4,046-7.3% |
| Admin fee / account holder | $363 | $523-30.6% | $7,408-95.1% | $627-42.1% |