Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Other Commissions | $5,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,232 | $43,717-56.0% | $81,473-76.4% | $77,958-75.3% |
| Participation rate | 3.6% | 42.5%-39.0pp | 68.0%-64.4pp | 71.6%-68.1pp |
| Annual return | 20.33% | 23.83%-3.5pp | 38.78%-18.4pp | 20.87%-0.5pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $58 | $1,783-96.7% | $3,537-98.4% | $3,537-98.4% |
| Admin fee / account holder | $41 | $108-62.4% | $4,561-99.1% | $97-58.4% |