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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $39,712 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $13,555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,986 | $88,360-28.7% | $145,433-56.7% | $67,986-7.4% |
| Participation rate | 92.1% | 65.5%+26.6pp | 82.1%+10.0pp | 57.2%+34.9pp |
| Annual return | 22.12% | 63.15%-41.0pp | 66.58%-44.5pp | 31.67%-9.5pp |
| Employer contribution / active EE | $1,545 | $3,054-49.4% | $4,554-66.1% | $2,019-23.4% |
| Participant deferral / active EE | $9,353 | $5,932+57.7% | $7,897+18.4% | $3,358+178.5% |
| Admin fee / account holder | $294 | $3,313-91.1% | $13,129-97.8% | $3,203-90.8% |