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 | $48,257 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $42,555 |
Service code 10 · EIN 45-3976013 PO BOX 4735 · CHATTANOOGA, TN 37405 | Accounting | $13,900 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,946 |
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 | $36,211 | $72,303-49.9% | $86,698-58.2% | $64,819-44.1% |
| Participation rate | 81.3% | 80.4%+0.9pp | 76.6%+4.8pp | 71.5%+9.9pp |
| Annual return | -6.57% | 392.77%-399.3pp | 35.95%-42.5pp | 32.84%-39.4pp |
| Employer contribution / active EE | $1,170 | $2,393-51.1% | $2,837-58.7% | $2,507-53.3% |
| Participant deferral / active EE | $3,744 | $4,660-19.7% | $4,656-19.6% | $4,311-13.2% |
| Admin fee / account holder | $163 | $174-6.1% | $7,493-97.8% | $188-13.1% |