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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 | $90,064-1.9% | $100,415-12.0% | $77,762+13.6% |
| Participation rate | 97.4% | 81.3%+16.1pp | 81.5%+15.9pp | 70.6%+26.8pp |
| Annual return | 20.28% | 20.61%-0.3pp | 49.47%-29.2pp | 31.27%-11.0pp |
| Employer contribution / active EE | $4,652 | $3,043+52.8% | $3,943+18.0% | $2,728+70.5% |
| Participant deferral / active EE | $11,135 | $8,282+34.5% | $8,091+37.6% | $4,651+139.4% |
| Admin fee / account holder | $88 | $172-49.0% | $7,906-98.9% | $433-79.7% |