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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 | $79,184+72.3% | $102,438+33.2% | $74,546+83.0% |
| Participation rate | 86.6% | 74.8%+11.8pp | 76.5%+10.1pp | 67.2%+19.4pp |
| Annual return | 24.11% | 54.95%-30.8pp | 29.37%-5.3pp | 1366.03%-1341.9pp |
| Employer contribution / active EE | $4,272 | $2,362+80.9% | $3,024+41.3% | $2,624+62.8% |
| Participant deferral / active EE | $7,804 | $4,414+76.8% | $5,054+54.4% | $4,347+79.5% |
| Admin fee / account holder | $325 | $2,001-83.8% | $9,448-96.6% | $1,944-83.3% |