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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 · EIN 39-2018056 600 WATERFRONT DR STE 225 · PITTSBURGH, PA 15222 | Other Fees | $34,310 |
METRO BENEFITS, INC.10+ years Service code 99 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Other Fees | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,089 | $78,607+54.0% | $105,624+14.6% | $74,478+62.6% |
| Participation rate | 62.4% | 72.8%-10.4pp | 75.3%-12.8pp | 67.2%-4.8pp |
| Annual return | 16.33% | 15.96%+0.4pp | 116.20%-99.9pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $448 | $2,523-82.3% | $3,168-85.9% | $2,626-82.9% |
| Participant deferral / active EE | $1,691 | $4,325-60.9% | $5,013-66.3% | $4,350-61.1% |
| Admin fee / account holder | $312 | $2,220-85.9% | $10,961-97.2% | $1,946-84.0% |