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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 | $64,705+177.9% | $62,929+185.8% | $67,986+164.5% |
| Participation rate | 97.3% | 65.6%+31.7pp | 73.1%+24.2pp | 57.2%+40.1pp |
| Annual return | 16.16% | 20.31%-4.1pp | 1063.93%-1047.8pp | 31.67%-15.5pp |
| Employer contribution / active EE | $7,877 | $2,376+231.5% | $2,505+214.5% | $2,019+290.2% |
| Participant deferral / active EE | $12,489 | $3,198+290.5% | $3,888+221.2% | $3,358+271.9% |
| Admin fee / account holder | $13 | $1,428-99.1% | $5,065-99.8% | $3,203-99.6% |