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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 26 · EIN 39-2018056 | Advisory (Participants) | $9,894 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,836 |
Service code 17 · EIN 20-4780677 | Pension Consulting | $2,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,298 | $26,549+172.3% | $61,373+17.8% | $66,914+8.0% |
| Participation rate | 20.7% | 38.1%-17.4pp | 52.6%-31.9pp | 69.8%-49.1pp |
| Annual return | -19.01% | -16.21%-2.8pp | 338.61%-357.6pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,017 | $1,338-24.0% | $2,125-52.1% | $4,237-76.0% |
| Admin fee / account holder | $580 | $409+41.8% | $2,130-72.8% | $593-2.3% |