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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 27 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,876 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Other Commissions | $1,986 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,867 | $37,317-54.8% | $77,024-78.1% | $77,904-78.3% |
| Participation rate | 4.7% | 46.9%-42.2pp | 67.9%-63.2pp | 73.7%-69.0pp |
| Annual return | -10.45% | -5.88%-4.6pp | 42.32%-52.8pp | 12.21%-22.7pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $156 | $2,564-93.9% | $4,426-96.5% | $4,806-96.7% |
| Admin fee / account holder | $8 | $126-93.8% | $5,425-99.9% | $133-94.1% |