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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 | $35,951 |
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,345 |
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 | $151,345 | $65,582+130.8% | $64,099+136.1% | $71,495+111.7% |
| Participation rate | 92.3% | 73.2%+19.1pp | 72.3%+20.0pp | 67.9%+24.4pp |
| Annual return | 17.55% | 18.96%-1.4pp | 33.70%-16.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $6,126 | $2,671+129.4% | $2,748+122.9% | $2,589+136.6% |
| Participant deferral / active EE | $10,078 | $3,628+177.8% | $3,881+159.6% | $4,291+134.9% |
| Admin fee / account holder | $4 | $616-99.3% | $3,070-99.9% | $1,588-99.7% |