Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,519 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $13,389 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,615 | $69,511+10.2% | $94,672-19.1% | $71,529+7.1% |
| Participation rate | 77.1% | 78.4%-1.3pp | 80.8%-3.7pp | 67.9%+9.2pp |
| Annual return | 16.71% | 29.67%-13.0pp | 156.89%-140.2pp | 28.97%-12.3pp |
| Employer contribution / active EE | $2,003 | $2,853-29.8% | $3,673-45.5% | $2,590-22.7% |
| Participant deferral / active EE | $6,593 | $7,348-10.3% | $7,417-11.1% | $4,291+53.6% |
| Admin fee / account holder | $235 | $1,211-80.6% | $7,222-96.7% | $1,588-85.2% |