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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 | $79,223-54.3% | $102,460-64.7% | $74,478-51.4% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 15.94% | 54.98%-39.0pp | 29.47%-13.5pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $4,359 | $2,363+84.5% | $3,025+44.1% | $2,626+66.0% |
| Participant deferral / active EE | $8,759 | $4,417+98.3% | $5,056+73.2% | $4,350+101.4% |
| Admin fee / account holder | $403 | $2,003-79.9% | $9,460-95.7% | $1,946-79.3% |