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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $7,223 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,640 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,100 | $55,446-22.3% | $155,574-72.3% | $74,429-42.1% |
| Participation rate | 91.9% | 61.9%+30.0pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | 16.02% | 269.20%-253.2pp | 64.87%-48.8pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $2,955 | $2,266+30.4% | $4,676-36.8% | $2,625+12.6% |
| Participant deferral / active EE | $5,169 | $2,836+82.3% | $5,629-8.2% | $4,348+18.9% |
| Admin fee / account holder | $42 | $1,743-97.6% | $15,914-99.7% | $1,944-97.9% |