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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 | $49,606 |
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,755 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $5,674 |
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 | $179,830 | $65,084+176.3% | $67,681+165.7% | $64,340+179.5% |
| Participation rate | 97.3% | 66.7%+30.5pp | 73.7%+23.6pp | 55.2%+42.0pp |
| Annual return | 16.16% | 20.50%-4.3pp | 590.58%-574.4pp | 24.14%-8.0pp |
| Employer contribution / active EE | $7,877 | $2,398+228.4% | $2,678+194.1% | $1,862+323.1% |
| Participant deferral / active EE | $12,489 | $3,210+289.0% | $3,976+214.1% | $2,980+319.0% |
| Admin fee / account holder | $13 | $1,415-99.1% | $6,100-99.8% | $3,703-99.7% |