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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL. Service code 27 875 3RD AVENUE 23 FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $14,506 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,843 | $76,912+22.0% | $129,110-27.3% | $68,495+37.0% |
| Participation rate | 55.3% | 69.1%-13.9pp | 77.3%-22.0pp | 67.9%-12.6pp |
| Annual return | -11.48% | -9.78%-1.7pp | -10.94%-0.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,787 | $3,243+16.8% | $5,052-25.0% | $2,596+45.9% |
| Participant deferral / active EE | $5,167 | $4,732+9.2% | $6,542-21.0% | $4,028+28.3% |
| Admin fee / account holder | $374 | $6,638-94.4% | $14,302-97.4% | $5,403-93.1% |