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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) | $11,032 |
HICKS PENSION SERVICES1 year Service code 13 · EIN 99-0155091 | Contract Administrator | $4,492 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,453 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,321 | $72,620-63.8% | $90,760-71.0% | $66,938-60.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -13.20% | -12.28%-0.9pp | -12.16%-1.0pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,407 | $2,369+1.6% | $2,922-17.6% | $2,545-5.4% |
| Participant deferral / active EE | $4,014 | $3,979+0.9% | $4,565-12.1% | $4,238-5.3% |
| Admin fee / account holder | $144 | $707-79.7% | $8,444-98.3% | $594-75.8% |