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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) | $13,250 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,974 |
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.
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 | $32,000 | $95,438-66.5% | $135,982-76.5% | $74,473-57.0% |
| Participation rate | 48.6% | 78.2%-29.6pp | 81.9%-33.3pp | 70.7%-22.2pp |
| Annual return | 40.44% | 32.61%+7.8pp | 68.32%-27.9pp | 34.36%+6.1pp |
| Employer contribution / active EE | $653 | $3,878-83.2% | $4,859-86.6% | $2,638-75.3% |
| Participant deferral / active EE | $3,847 | $7,790-50.6% | $7,760-50.4% | $4,530-15.1% |
| Admin fee / account holder | $186 | $259-28.1% | $10,767-98.3% | $347-46.3% |