Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGE Service code 16 · EIN 39-2018056 | Consulting | $59,493 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,556 | $44,897-38.6% | $85,009-67.6% | $199,768-86.2% |
| Participation rate | 56.9% | 45.7%+11.2pp | 67.5%-10.6pp | 72.0%-15.1pp |
| Annual return | 23.53% | 20.96%+2.6pp | 66.47%-42.9pp | 34.26%-10.7pp |
| Employer contribution / active EE | $1,683 | $1,365+23.3% | $2,728-38.3% | $3,037-44.6% |
| Participant deferral / active EE | $3,308 | $2,668+24.0% | $4,522-26.8% | $5,090-35.0% |
| Admin fee / account holder | $151 | $584-74.1% | $6,153-97.5% | $269-43.8% |