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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Other Commissions | $6,284 |
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.
Annual investment return 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 | $19,350 | $34,242-43.5% | $76,518-74.7% | $75,289-74.3% |
| Participation rate | 2.8% | 43.9%-41.1pp | 68.0%-65.2pp | 72.4%-69.6pp |
| Annual return | -8.05% | -0.98%-7.1pp | -0.27%-7.8pp | -0.04%-8.0pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $67 | $1,872-96.4% | $3,836-98.2% | $3,739-98.2% |
| Admin fee / account holder | $35 | $112-68.4% | $4,849-99.3% | $102-65.4% |