Filed January 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $28,101 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,237 | $65,435-9.5% | $86,677-31.7% | $66,914-11.5% |
| Participation rate | 95.1% | 75.5%+19.6pp | 76.6%+18.5pp | 69.8%+25.3pp |
| Annual return | -17.64% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,968 | $2,153-8.6% | $2,836-30.6% | $2,544-22.6% |
| Participant deferral / active EE | $5,780 | $4,100+41.0% | $4,656+24.1% | $4,237+36.4% |
| Admin fee / account holder | $6 | $642-99.1% | $7,493-99.9% | $593-99.0% |