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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $32,507 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $20,059 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,510 | $101,591-37.5% | $147,096-56.8% | $74,429-14.7% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 16.25% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $1,805 | $3,813-52.6% | $4,936-63.4% | $2,625-31.2% |
| Participant deferral / active EE | $10,342 | $7,302+41.6% | $8,071+28.1% | $4,348+137.8% |
| Admin fee / account holder | $264 | $1,750-84.9% | $13,005-98.0% | $1,944-86.4% |