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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVC Service code 26 · EIN 39-2018056 720 E WISCONSIN AVE · CHAMPAIGN, IL 61820 | Advisory (Participants) | $26,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,108 | $59,402+36.5% | $93,654-13.4% | $74,546+8.8% |
| Participation rate | 64.2% | 59.7%+4.5pp | 68.7%-4.5pp | 67.2%-3.0pp |
| Annual return | 15.05% | 81.86%-66.8pp | 133.34%-118.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $904 | $1,265-28.5% | $2,421-62.6% | $2,624-65.5% |
| Participant deferral / active EE | $5,169 | $3,049+69.5% | $4,413+17.1% | $4,347+18.9% |
| Admin fee / account holder | $427 | $3,023-85.9% | $8,282-94.8% | $1,944-78.0% |