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| Provider | Service type | Compensation |
|---|---|---|
401KDIRECTPRO, INC.2+ years Service code 15 3027 CENTRAL STREET · EVANSTON, IL 60201 | Recordkeeping | $7,970 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $4,120 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $878 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $123 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,020 | $42,546-69.4% | $71,796-81.9% | $55,167-76.4% |
| Participation rate | 86.8% | 59.1%+27.7pp | 69.1%+17.7pp | 69.0%+17.8pp |
| Annual return | 1.25% | 12.36%-11.1pp | 78.04%-76.8pp | 169.23%-168.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $443 | $2,064-78.6% | $2,794-84.2% | $3,054-85.5% |
| Admin fee / account holder | $11 | $650-98.4% | $4,815-99.8% | $504-97.9% |