Filed January 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,955 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 27 · EIN 52-2114207 | Advisory (Plan) | $11,168 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $9,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,689 | $87,870-15.0% | $113,168-34.0% | $74,304+0.5% |
| Participation rate | 85.5% | 70.7%+14.8pp | 76.6%+9.0pp | 60.3%+25.2pp |
| Annual return | 17.31% | 26.44%-9.1pp | 24.27%-7.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,130 | $2,277-6.5% | $2,975-28.4% | $2,241-5.0% |
| Participant deferral / active EE | $6,039 | $4,241+42.4% | $5,107+18.3% | $3,767+60.3% |
| Admin fee / account holder | $201 | $3,368-94.0% | $12,068-98.3% | $2,969-93.2% |