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) | $23,693 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,314 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,127 | $102,422-17.9% | $147,117-42.8% | $80,959+3.9% |
| Participation rate | 86.5% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 13.41% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,201 | $6,652+83.4% | $8,065+51.3% | $4,300+183.7% |
| Admin fee / account holder | $329 | $7,953-95.9% | $12,993-97.5% | $6,925-95.3% |