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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 611 E WISCONSIN AVE 6TH FLOOR · MILWAUKEE, WI 53202 | Advisory (Plan) | $5,920 |
Filed as: NORTHWESTERN MUTUAL INSURANCE SERVI Service code 49 · EIN 52-2114207 611 E WISCONSIN AVE 6TH FLOOR · MILWAUKEE, WI 53202 | Other Services | $15 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,540 | $197,819-14.8% | $155,789+8.2% | $125,389+34.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 6.96% | 86.73%-79.8pp | 71.54%-64.6pp | 282.24%-275.3pp |
| Employer contribution / active EE | $15,739 | $4,850+224.5% | $3,839+310.0% | $4,866+223.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $40,433 | $9,544+323.7% | $7,477+440.8% | $9,541+323.8% |