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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,363 |
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 | $88,345 | $89,808-1.6% | $100,383-12.0% | $77,671+13.7% |
| Participation rate | 97.4% | 81.2%+16.2pp | 81.5%+15.9pp | 70.6%+26.8pp |
| Annual return | 20.28% | 20.62%-0.3pp | 49.26%-29.0pp | 31.21%-10.9pp |
| Employer contribution / active EE | $4,652 | $3,039+53.1% | $3,944+17.9% | $2,726+70.6% |
| Participant deferral / active EE | $11,135 | $8,284+34.4% | $8,086+37.7% | $4,648+139.6% |
| Admin fee / account holder | $88 | $174-49.7% | $7,900-98.9% | $430-79.6% |