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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 | $101,672-37.5% | $147,117-56.8% | $74,478-14.7% |
| Participation rate | 95.4% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 16.25% | 8757.83%-8741.6pp | 420.54%-404.3pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $1,805 | $3,813-52.7% | $4,932-63.4% | $2,626-31.3% |
| Participant deferral / active EE | $10,342 | $7,305+41.6% | $8,065+28.2% | $4,350+137.7% |
| Admin fee / account holder | $264 | $1,753-84.9% | $12,993-98.0% | $1,946-86.4% |