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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,725 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $21,420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,665 | $69,159-60.0% | $125,195-77.9% | $67,582-59.1% |
| Participation rate | 98.9% | 78.2%+20.7pp | 79.8%+19.2pp | 71.3%+27.7pp |
| Annual return | 23.38% | 27.12%-3.7pp | 43.79%-20.4pp | 378.57%-355.2pp |
| Employer contribution / active EE | $1,555 | $2,023-23.1% | $3,866-59.8% | $2,148-27.6% |
| Participant deferral / active EE | $3,868 | $3,700+4.6% | $4,937-21.7% | $3,539+9.3% |
| Admin fee / account holder | $214 | $142+51.0% | $9,704-97.8% | $142+50.4% |