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 | $71,154 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,561 | $129,021-4.2% | $184,203-32.9% | $77,643+59.1% |
| Participation rate | 79.1% | 87.3%-8.3pp | 86.8%-7.8pp | 70.6%+8.5pp |
| Annual return | 15.68% | 33.27%-17.6pp | 28.81%-13.1pp | 31.24%-15.6pp |
| Employer contribution / active EE | $2,905 | $4,413-34.2% | $6,427-54.8% | $2,726+6.6% |
| Participant deferral / active EE | $7,729 | $7,297+5.9% | $9,131-15.4% | $4,647+66.3% |
| Admin fee / account holder | $23 | $254-90.9% | $13,901-99.8% | $430-94.6% |