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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $180 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 5420 LBJ FREEWAY · DALLAS, TX 75240 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,359 | $51,226-87.6% | $82,744-92.3% | $66,938-90.5% |
| Participation rate | 26.1% | 67.9%-41.8pp | 72.6%-46.5pp | 69.8%-43.7pp |
| Annual return | 0.00% | -9.61%+9.6pp | 702.22%-702.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $500 | $2,612-80.9% | $3,008-83.4% | $2,545-80.4% |
| Participant deferral / active EE | $944 | $3,460-72.7% | $4,395-78.5% | $4,238-77.7% |
| Admin fee / account holder | $5 | $416-98.9% | $5,325-99.9% | $594-99.2% |