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| Provider | Service type | Compensation |
|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 27 · EIN 52-2114207 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $52,403 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,782 | $85,515-37.1% | $112,040-52.0% | $67,986-20.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 11.03% | 29.68%-18.6pp | 24.52%-13.5pp | 31.67%-20.6pp |
| Employer contribution / active EE | $7,156 | $2,191+226.6% | $2,954+142.3% | $2,019+254.5% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $253 | $3,774-93.3% | $12,098-97.9% | $3,203-92.1% |