Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 55 · EIN 52-2114207 | Other Commissions | $23,336 |
Service code 37 · EIN 04-2647786 | Loan Processing | $175 |
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 | $117,290 | $70,002+67.6% | $115,038+2.0% | $52,331+124.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.15% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $7,857 | $2,715+189.4% | $4,608+70.5% | $1,882+317.6% |
| Participant deferral / active EE | $12,317 | $4,920+150.4% | $6,026+104.4% | $3,022+307.6% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |