Filed February 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $79,019 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,224 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,795 | $130,224-1.9% | $197,124-35.2% | $79,634+60.5% |
| Participation rate | 74.6% | 87.8%-13.2pp | 86.7%-12.1pp | 62.5%+12.1pp |
| Annual return | 14.96% | 23.65%-8.7pp | 44.34%-29.4pp | 36.46%-21.5pp |
| Employer contribution / active EE | $2,509 | $4,314-41.8% | $6,227-59.7% | $2,529-0.8% |
| Participant deferral / active EE | $6,654 | $7,378-9.8% | $9,135-27.2% | $3,835+73.5% |
| Admin fee / account holder | $17 | $254-93.4% | $16,298-99.9% | $1,002-98.3% |