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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) | $5,825 |
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 | $196,228 | $215,361-8.9% | $171,082+14.7% | $273,972-28.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 14.49% | 25.14%-10.7pp | 32.56%-18.1pp | 41.46%-27.0pp |
| Employer contribution / active EE | $15,167 | $4,967+205.4% | $4,002+279.0% | $4,869+211.5% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,942 | $10,846-8.3% | $8,520+16.7% | $10,133-1.9% |