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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,926 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,779 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,306 | $101,653-44.6% | $147,080-61.7% | $74,459-24.4% |
| Participation rate | 94.0% | 75.6%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 16.17% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $916 | $3,813-76.0% | $4,933-81.4% | $2,626-65.1% |
| Participant deferral / active EE | $6,140 | $7,304-15.9% | $8,066-23.9% | $4,350+41.2% |
| Admin fee / account holder | $225 | $1,752-87.2% | $12,989-98.3% | $1,945-88.4% |