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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $40,061 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,720 | $55,470+22.1% | $155,556-56.5% | $74,478-9.1% |
| Participation rate | 40.6% | 61.9%-21.3pp | 78.2%-37.7pp | 67.2%-26.7pp |
| Annual return | 12.17% | 269.80%-257.6pp | 64.84%-52.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,385 | $2,267-38.9% | $4,675-70.4% | $2,626-47.3% |
| Participant deferral / active EE | $2,961 | $2,838+4.3% | $5,631-47.4% | $4,350-31.9% |
| Admin fee / account holder | $330 | $1,744-81.1% | $15,885-97.9% | $1,946-83.1% |