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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,994 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $41,797 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,433 | $89,465-42.5% | $164,866-68.8% | $77,671-33.8% |
| Participation rate | 91.9% | 78.6%+13.2pp | 78.6%+13.3pp | 70.6%+21.3pp |
| Annual return | 14.09% | 28.81%-14.7pp | 69.97%-55.9pp | 31.21%-17.1pp |
| Employer contribution / active EE | $1,638 | $2,568-36.2% | $4,343-62.3% | $2,726-39.9% |
| Participant deferral / active EE | $4,933 | $4,897+0.7% | $6,033-18.2% | $4,648+6.1% |
| Admin fee / account holder | $264 | $340-22.1% | $12,689-97.9% | $430-38.6% |