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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $38,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,581 | $106,028-60.8% | $146,958-71.7% | $77,643-46.4% |
| Participation rate | 52.6% | 78.4%-25.7pp | 82.2%-29.5pp | 70.6%-17.9pp |
| Annual return | 11.52% | 56.73%-45.2pp | 418.34%-406.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,671 | $4,063-58.9% | $4,933-66.1% | $2,726-38.7% |
| Participant deferral / active EE | $3,364 | $7,990-57.9% | $8,070-58.3% | $4,647-27.6% |
| Admin fee / account holder | $16 | $337-95.1% | $12,998-99.9% | $430-96.2% |