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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $419 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,697 | $54,237-1.0% | $90,304-40.5% | $67,579-20.5% |
| Participation rate | 52.7% | 68.6%-15.9pp | 73.3%-20.5pp | 71.3%-18.5pp |
| Annual return | 23.83% | 37.27%-13.4pp | 78.13%-54.3pp | 378.56%-354.7pp |
| Employer contribution / active EE | $747 | $1,846-59.6% | $2,855-73.9% | $2,148-65.2% |
| Participant deferral / active EE | $4,340 | $2,625+65.3% | $3,885+11.7% | $3,539+22.6% |
| Admin fee / account holder | $30 | $123-75.8% | $5,354-99.4% | $142-79.0% |