Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $31,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
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 | $146,361 | $77,816+88.1% | $123,552+18.5% | $64,173+128.1% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.8pp | 69.6%+22.5pp |
| Annual return | -6.48% | 12.49%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,433 | $3,014-52.5% | $4,628-69.0% | $2,381-39.8% |
| Participant deferral / active EE | $11,901 | $5,240+127.1% | $6,426+85.2% | $3,470+243.0% |
| Admin fee / account holder | $3 | $5,519-99.9% | $9,285-100.0% | $4,887-99.9% |