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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 61-1256314 | Contract Administrator | $13,673 |
Filed as: NORTHWESTERN MUTUAL Service code 27 720 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $10,434 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,391 | $80,753-66.1% | $136,298-79.9% | $62,293-56.0% |
| Participation rate | 43.6% | 73.5%-30.0pp | 81.9%-38.3pp | 69.5%-25.9pp |
| Annual return | 289.56% | 35.83%+253.7pp | 5156.27%-4866.7pp | 28.90%+260.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,557 | $5,164-69.8% | $6,247-75.1% | $3,169-50.9% |
| Admin fee / account holder | $221 | $525-57.9% | $9,244-97.6% | $479-53.9% |