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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 26 · EIN 39-2018056 720 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Participants) | $20,564 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES ET9 · BUFFALO, NY 142010600 | Recordkeeping | $3,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,041 | $106,028-71.7% | $146,958-79.6% | $77,643-61.3% |
| Participation rate | 68.0% | 78.4%-10.4pp | 82.2%-14.2pp | 70.6%-2.6pp |
| Annual return | 30.83% | 56.73%-25.9pp | 418.34%-387.5pp | 31.24%-0.4pp |
| Employer contribution / active EE | $563 | $4,063-86.1% | $4,933-88.6% | $2,726-79.3% |
| Participant deferral / active EE | $5,499 | $7,990-31.2% | $8,070-31.9% | $4,647+18.3% |
| Admin fee / account holder | $175 | $337-48.3% | $12,998-98.7% | $430-59.4% |