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 |
|---|---|---|
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 | $55,446+22.1% | $155,574-56.5% | $74,429-9.0% |
| Participation rate | 40.6% | 61.9%-21.3pp | 78.2%-37.6pp | 67.2%-26.6pp |
| Annual return | 12.17% | 269.20%-257.0pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $1,385 | $2,266-38.9% | $4,676-70.4% | $2,625-47.2% |
| Participant deferral / active EE | $2,961 | $2,836+4.4% | $5,629-47.4% | $4,348-31.9% |
| Admin fee / account holder | $330 | $1,743-81.1% | $15,914-97.9% | $1,944-83.0% |