Filed August 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,131 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 27 · EIN 39-2018056 | Advisory (Plan) | $31,732 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,059 | $86,655-23.8% | $119,622-44.8% | $66,938-1.3% |
| Participation rate | 75.9% | 75.6%+0.3pp | 79.3%-3.4pp | 69.8%+6.0pp |
| Annual return | -16.33% | -8.00%-8.3pp | -14.98%-1.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,445 | $2,536-43.0% | $4,232-65.8% | $2,545-43.2% |
| Participant deferral / active EE | $4,084 | $4,358-6.3% | $5,601-27.1% | $4,238-3.7% |
| Admin fee / account holder | $265 | $755-64.9% | $10,328-97.4% | $594-55.4% |