Filed August 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,547 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 27 · EIN 39-2018056 | Advisory (Plan) | $25,386 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,159 | $81,474-7.8% | $133,956-43.9% | $73,488+2.3% |
| Participation rate | 81.7% | 76.4%+5.3pp | 79.8%+1.9pp | 70.7%+11.0pp |
| Annual return | 15.75% | 19.40%-3.7pp | 45.09%-29.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,778 | $2,209-19.5% | $3,919-54.6% | $2,270-21.7% |
| Participant deferral / active EE | $4,636 | $3,786+22.4% | $5,048-8.2% | $3,740+24.0% |
| Admin fee / account holder | $263 | $713-63.2% | $8,927-97.1% | $513-48.8% |