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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) | $65,132 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,011 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,409 |
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $5,368 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,011 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,447 | $79,209+72.3% | $102,434+33.2% | $74,459+83.3% |
| Participation rate | 86.6% | 74.8%+11.8pp | 76.5%+10.1pp | 67.2%+19.4pp |
| Annual return | 24.11% | 54.98%-30.9pp | 29.46%-5.3pp | 1369.70%-1345.6pp |
| Employer contribution / active EE | $4,272 | $2,362+80.8% | $3,023+41.3% | $2,626+62.7% |
| Participant deferral / active EE | $7,804 | $4,417+76.7% | $5,055+54.4% | $4,350+79.4% |
| Admin fee / account holder | $325 | $2,002-83.8% | $9,462-96.6% | $1,945-83.3% |