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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 99 · EIN 39-2018056 | Other Fees | $18,503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,180 | $79,184-54.3% | $102,438-64.7% | $74,546-51.5% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 15.94% | 54.95%-39.0pp | 29.37%-13.4pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $4,359 | $2,362+84.6% | $3,024+44.2% | $2,624+66.1% |
| Participant deferral / active EE | $8,759 | $4,414+98.4% | $5,054+73.3% | $4,347+101.5% |
| Admin fee / account holder | $403 | $2,001-79.9% | $9,448-95.7% | $1,944-79.3% |