Filed December 10, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $89,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,399 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,246 | $106,110-3.6% | $147,005-30.4% | $77,671+31.6% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 16.89% | 56.77%-39.9pp | 418.76%-401.9pp | 31.21%-14.3pp |
| Employer contribution / active EE | $3,830 | $4,065-5.8% | $4,934-22.4% | $2,726+40.5% |
| Participant deferral / active EE | $7,923 | $7,992-0.9% | $8,070-1.8% | $4,648+70.5% |
| Admin fee / account holder | $159 | $338-53.1% | $13,006-98.8% | $430-63.2% |