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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,554 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $57,833 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,205 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,424 | $89,123-33.3% | $102,460-42.0% | $77,762-23.6% |
| Participation rate | 84.1% | 80.9%+3.2pp | 76.5%+7.6pp | 70.6%+13.5pp |
| Annual return | 11.62% | 25.05%-13.4pp | 29.47%-17.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,943 | $2,700-28.0% | $3,025-35.8% | $2,728-28.8% |
| Participant deferral / active EE | $6,684 | $5,148+29.8% | $5,056+32.2% | $4,651+43.7% |
| Admin fee / account holder | $278 | $236+17.7% | $9,460-97.1% | $433-35.9% |