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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $46,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,144 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,516 | $101,653+18.6% | $147,080-18.1% | $74,459+61.9% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 10.37% | 8754.98%-8744.6pp | 420.17%-409.8pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $821 | $3,813-78.5% | $4,933-83.4% | $2,626-68.7% |
| Participant deferral / active EE | $7,883 | $7,304+7.9% | $8,066-2.3% | $4,350+81.2% |
| Admin fee / account holder | $386 | $1,752-78.0% | $12,989-97.0% | $1,945-80.2% |