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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $68,085 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 · EIN 39-0509570 720 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $55,863 |
PPA/TPA1 year Filed as: PPA Service code 10 · EIN 91-1463664 7350 CIRQUE DRIVE W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Accounting | $11,975 |
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 | $123,163 | $65,376+88.4% | $87,102+41.4% | $65,185+88.9% |
| Participation rate | 97.1% | 75.3%+21.8pp | 76.9%+20.2pp | 70.2%+26.9pp |
| Annual return | 25.11% | 31.27%-6.2pp | 28.19%-3.1pp | 29.38%-4.3pp |
| Employer contribution / active EE | $5,146 | $1,822+182.4% | $2,521+104.1% | $2,177+136.4% |
| Participant deferral / active EE | $9,626 | $3,388+184.1% | $4,048+137.8% | $3,514+174.0% |
| Admin fee / account holder | $99 | $520-80.9% | $7,491-98.7% | $847-88.3% |