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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $22,395 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,215 |
RANDALL & HURLEY, INC.6 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $3,700 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,218 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,077 | $88,087-25.0% | $164,866-59.9% | $74,546-11.4% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 12.47% | 17.27%-4.8pp | 69.97%-57.5pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,587 | $2,595-38.9% | $4,343-63.5% | $2,624-39.5% |
| Participant deferral / active EE | $3,744 | $4,499-16.8% | $6,033-37.9% | $4,347-13.9% |
| Admin fee / account holder | $266 | $2,232-88.1% | $12,689-97.9% | $1,944-86.3% |