Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
METRO BENEFITS, INC.3 years Service code 99 · EIN 25-1541083 | Other Fees | $7,386 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 99 · EIN 39-2018056 | Other Fees | $0 |
20 funds of $250K or more; 30 lines in all, holding $30.2M of the plan's $33.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 14.0% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $3.3M | 10.9% |
| MyCompass American Funds 2055 Fund R Capital Group · Mutual fund | $2.7M | 8.9% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $2.5M | 8.4% |
| JPMorgan Lrg Cp Value Fnd R6 JPMorgan · Mutual fund | $2.4M | 7.8% |
| MyCompass American Funds 2045 Fund-R Capital Group · Mutual fund | $1.9M | 6.3% |
| Gldmn Schs Md Cp Grw Fd CI R6 Manager not matched · Mutual fund | $1.5M | 5.0% |
| MyCompass American Funds 2035 Fund R Capital Group · Mutual fund | $1.4M | 4.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.3% |
| Global Equity Portfolio - Institutional Class Dimensional · Mutual fund | $1.2M | 4.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGlobal Equity Portfolio - Institutional Class | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant 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.