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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 21 · EIN 39-0509570 | Bank Trustee | $13,786 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $2,188 |
Service code 21 · EIN 39-1816008 | Bank Trustee | $450 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,659 | $42,910+8.7% | $60,919-23.4% | $68,490-31.9% |
| Participation rate | 94.5% | 66.8%+27.7pp | 73.1%+21.4pp | 67.9%+26.6pp |
| Annual return | -10.12% | -13.99%+3.9pp | 16.96%-27.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $5,221 | $1,978+163.9% | $2,704+93.1% | $2,597+101.1% |
| Participant deferral / active EE | $7,718 | $2,866+169.3% | $3,814+102.3% | $4,028+91.6% |
| Admin fee / account holder | $70 | $3,104-97.7% | $3,228-97.8% | $5,403-98.7% |