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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $29,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $224 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,578 | $85,766+94.2% | $136,298+22.2% | $70,126+137.5% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 16.64% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,878 | $2,966-36.7% | $4,696-60.0% | $2,343-19.8% |
| Participant deferral / active EE | $11,943 | $5,051+136.4% | $6,247+91.2% | $3,332+258.5% |
| Admin fee / account holder | $2 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |