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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $34,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,636 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,853 | $101,672-26.4% | $147,117-49.1% | $74,478+0.5% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 22.48% | 8757.83%-8735.4pp | 420.54%-398.1pp | 1370.56%-1348.1pp |
| Employer contribution / active EE | $8,231 | $3,813+115.9% | $4,932+66.9% | $2,626+213.4% |
| Participant deferral / active EE | $12,786 | $7,305+75.0% | $8,065+58.5% | $4,350+193.9% |
| Admin fee / account holder | $241 | $1,753-86.3% | $12,993-98.1% | $1,946-87.6% |