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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 | $42,935 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $7,574 |
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 | $152,144 | $69,708+118.3% | $67,560+125.2% | $74,478+104.3% |
| Participation rate | 96.8% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 13.14% | -40.67%+53.8pp | 3533.50%-3520.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $6,876 | $2,715+153.3% | $2,737+151.3% | $2,626+161.8% |
| Participant deferral / active EE | $10,501 | $3,637+188.7% | $4,004+162.3% | $4,350+141.4% |
| Admin fee / account holder | $6 | $887-99.3% | $3,994-99.8% | $1,946-99.7% |