Filed April 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,289 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $20,351 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,860 | $50,860-74.7% | $155,574-91.7% | $77,714-83.5% |
| Participation rate | 90.0% | 63.1%+26.8pp | 78.2%+11.8pp | 70.6%+19.4pp |
| Annual return | 13.84% | 34.86%-21.0pp | 64.87%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $396 | $1,991-80.1% | $4,676-91.5% | $2,727-85.5% |
| Participant deferral / active EE | $3,500 | $2,825+23.9% | $5,629-37.8% | $4,649-24.7% |
| Admin fee / account holder | $129 | $436-70.5% | $15,914-99.2% | $433-70.3% |