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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 | $59,467+36.4% | $93,727-13.5% | $74,478+8.9% |
| Participation rate | 64.2% | 59.6%+4.6pp | 68.7%-4.5pp | 67.2%-3.0pp |
| Annual return | 15.05% | 82.14%-67.1pp | 133.83%-118.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $904 | $1,267-28.6% | $2,421-62.6% | $2,626-65.6% |
| Participant deferral / active EE | $5,169 | $3,052+69.4% | $4,417+17.0% | $4,350+18.8% |
| Admin fee / account holder | $427 | $3,028-85.9% | $8,292-94.9% | $1,946-78.1% |