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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 99 · EIN 39-2018056 | Other Fees | $29,012 |
METRO BENEFITS, INC.1 year Service code 99 · EIN 25-1541083 | Other Fees | $16,524 |
Filed as: NORTHWESTERN INVESTMENT SERVICES LL Service code 99 · EIN 39-2019056 | Other Fees | $5,682 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,555 | $76,112+17.7% | $96,544-7.2% | $71,529+25.2% |
| Participation rate | 98.2% | 74.4%+23.8pp | 76.0%+22.3pp | 67.9%+30.3pp |
| Annual return | 17.17% | 22.80%-5.6pp | 25.88%-8.7pp | 28.97%-11.8pp |
| Employer contribution / active EE | $5,727 | $2,248+154.8% | $2,966+93.1% | $2,590+121.1% |
| Participant deferral / active EE | $2,397 | $4,217-43.2% | $4,851-50.6% | $4,291-44.1% |
| Admin fee / account holder | $204 | $2,708-92.5% | $8,254-97.5% | $1,588-87.2% |