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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,582 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,632 | $102,382+126.2% | $147,005+57.6% | $80,874+186.4% |
| Participation rate | 91.5% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 15.22% | 134.89%-119.7pp | 418.76%-403.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,306 | $3,715-64.8% | $4,934-73.5% | $2,756-52.6% |
| Participant deferral / active EE | $15,163 | $6,646+128.1% | $8,070+87.9% | $4,297+252.9% |
| Admin fee / account holder | $299 | $7,942-96.2% | $13,006-97.7% | $6,935-95.7% |