Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,591+18.6% | $147,096-18.1% | $74,429+61.9% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 10.37% | 8746.45%-8736.1pp | 419.75%-409.4pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $821 | $3,813-78.5% | $4,936-83.4% | $2,625-68.7% |
| Participant deferral / active EE | $7,883 | $7,302+8.0% | $8,071-2.3% | $4,348+81.3% |
| Admin fee / account holder | $386 | $1,750-77.9% | $13,005-97.0% | $1,944-80.1% |