Filed April 8, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $21,306 |
Service code 26 · EIN 95-2755361 | Advisory (Participants) | $729 |
Filed as: NORTHWESTER MUTUAL INVESTMENT SERV Service code 49 · EIN 52-2114207 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,086 | $51,197+13.5% | $82,719-29.8% | $66,914-13.2% |
| Participation rate | 58.7% | 67.8%-9.1pp | 72.6%-13.9pp | 69.8%-11.1pp |
| Annual return | -13.99% | -9.64%-4.4pp | 701.18%-715.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,670 | $2,611-36.0% | $3,009-44.5% | $2,544-34.3% |
| Participant deferral / active EE | $4,337 | $3,458+25.4% | $4,395-1.3% | $4,237+2.4% |
| Admin fee / account holder | $237 | $416-43.1% | $5,329-95.6% | $593-60.1% |