Filed August 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,408 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 27 · EIN 39-2018056 | Advisory (Plan) | $30,163 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,020 | $83,045-9.7% | $130,026-42.3% | $71,495+4.9% |
| Participation rate | 76.1% | 74.1%+2.0pp | 78.5%-2.4pp | 67.9%+8.2pp |
| Annual return | 16.55% | 20.61%-4.1pp | -137.26%+153.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,632 | $2,623-37.8% | $4,321-62.2% | $2,589-37.0% |
| Participant deferral / active EE | $4,486 | $4,436+1.1% | $5,821-22.9% | $4,291+4.6% |
| Admin fee / account holder | $265 | $1,727-84.7% | $10,608-97.5% | $1,588-83.3% |