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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,039 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $16,909 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $5,542 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,420 |
RANDALL & HURLEY, INC.3 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,140 |
Filed as: NORTHWEST MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,147 | $93,182-27.9% | $146,643-54.2% | $79,391-15.4% |
| Participation rate | 94.4% | 76.4%+18.0pp | 80.1%+14.4pp | 70.7%+23.7pp |
| Annual return | 12.96% | 21.61%-8.6pp | 22.75%-9.8pp | 116.88%-103.9pp |
| Employer contribution / active EE | $1,373 | $2,420-43.2% | $4,137-66.8% | $2,428-43.4% |
| Participant deferral / active EE | $3,145 | $4,169-24.6% | $5,506-42.9% | $4,046-22.3% |
| Admin fee / account holder | $219 | $585-62.6% | $10,280-97.9% | $627-65.1% |