Filed April 28, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,065 |
Service code 49 · EIN 52-2114207 | Other Services | $7,638 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $5,260 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,162 | $46,325-84.5% | $143,788-95.0% | $64,814-89.0% |
| Participation rate | 86.1% | 64.2%+21.9pp | 80.3%+5.8pp | 71.5%+14.6pp |
| Annual return | -17.38% | -10.05%-7.3pp | -0.03%-17.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $474 | $1,911-75.2% | $4,952-90.4% | $2,507-81.1% |
| Participant deferral / active EE | $1,938 | $2,647-26.8% | $5,638-65.6% | $4,310-55.0% |
| Admin fee / account holder | $75 | $154-51.6% | $14,675-99.5% | $188-60.3% |