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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 | $88,203-25.1% | $165,100-60.0% | $74,478-11.3% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 12.47% | 17.13%-4.7pp | 70.21%-57.7pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,587 | $2,601-39.0% | $4,348-63.5% | $2,626-39.6% |
| Participant deferral / active EE | $3,744 | $4,505-16.9% | $6,035-38.0% | $4,350-13.9% |
| Admin fee / account holder | $266 | $2,235-88.1% | $12,696-97.9% | $1,946-86.3% |