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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT.CO. Service code 26 5420 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Participants) | $8,744 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,452 | $72,620-33.3% | $90,760-46.6% | $66,938-27.6% |
| Participation rate | 27.0% | 73.7%-46.7pp | 75.7%-48.7pp | 69.8%-42.8pp |
| Annual return | -17.31% | -12.28%-5.0pp | -12.16%-5.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $733 | $2,369-69.1% | $2,922-74.9% | $2,545-71.2% |
| Participant deferral / active EE | $1,676 | $3,979-57.9% | $4,565-63.3% | $4,238-60.5% |
| Admin fee / account holder | $372 | $707-47.4% | $8,444-95.6% | $594-37.4% |