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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $21,050 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,925 | $78,275-54.1% | $109,143-67.1% | $86,799-58.6% |
| Participation rate | 94.9% | 73.8%+21.0pp | 75.9%+19.0pp | 72.3%+22.6pp |
| Annual return | 3.19% | 19.14%-16.0pp | 25.75%-22.6pp | 97.91%-94.7pp |
| Employer contribution / active EE | $829 | $3,105-73.3% | $3,722-77.7% | $2,405-65.6% |
| Participant deferral / active EE | $2,515 | $3,641-30.9% | $4,653-45.9% | $4,131-39.1% |
| Admin fee / account holder | $3 | $198-98.6% | $6,752-100.0% | $170-98.4% |