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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $17,801 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,217 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,974 | $70,002-74.3% | $115,038-84.4% | $52,331-65.7% |
| Participation rate | 91.5% | 72.1%+19.4pp | 81.4%+10.2pp | 68.1%+23.4pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $487 | $2,715-82.1% | $4,608-89.4% | $1,882-74.1% |
| Participant deferral / active EE | $1,685 | $4,920-65.7% | $6,026-72.0% | $3,022-44.2% |
| Admin fee / account holder | $26 | $566-95.5% | $8,175-99.7% | $592-95.7% |