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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,495 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $29,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,659 | $101,653-34.4% | $147,080-54.7% | $74,459-10.5% |
| Participation rate | 99.5% | 75.6%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 21.18% | 8754.98%-8733.8pp | 420.17%-399.0pp | 1369.70%-1348.5pp |
| Employer contribution / active EE | $3,471 | $3,813-9.0% | $4,933-29.6% | $2,626+32.2% |
| Participant deferral / active EE | $7,911 | $7,304+8.3% | $8,066-1.9% | $4,350+81.9% |
| Admin fee / account holder | $308 | $1,752-82.4% | $12,989-97.6% | $1,945-84.2% |