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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $37,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,002 | $82,163-41.6% | $125,381-61.7% | $64,819-25.9% |
| Participation rate | 52.1% | 77.9%-25.7pp | 82.4%-30.2pp | 71.5%-19.3pp |
| Annual return | -13.78% | 3.49%-17.3pp | 572.31%-586.1pp | 32.84%-46.6pp |
| Employer contribution / active EE | $1,612 | $3,616-55.4% | $4,815-66.5% | $2,507-35.7% |
| Participant deferral / active EE | $2,925 | $7,175-59.2% | $7,448-60.7% | $4,311-32.2% |
| Admin fee / account holder | $16 | $163-90.3% | $10,007-99.8% | $188-91.6% |