Filed April 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $35,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,784 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,171 | $86,655-12.1% | $119,609-36.3% | $66,914+13.8% |
| Participation rate | 91.6% | 75.6%+16.0pp | 79.3%+12.3pp | 69.8%+21.8pp |
| Annual return | -16.93% | -8.00%-8.9pp | -14.97%-2.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,517 | $4,358+49.5% | $5,602+16.3% | $4,237+53.8% |
| Admin fee / account holder | $9 | $755-98.9% | $10,323-99.9% | $593-98.6% |