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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 | $101,499+18.7% | $147,005-18.0% | $74,546+61.7% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 10.37% | 8732.34%-8722.0pp | 418.76%-408.4pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $821 | $3,811-78.5% | $4,934-83.4% | $2,624-68.7% |
| Participant deferral / active EE | $7,883 | $7,304+7.9% | $8,070-2.3% | $4,347+81.3% |
| Admin fee / account holder | $386 | $1,748-77.9% | $13,006-97.0% | $1,944-80.1% |