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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,070 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 27 · EIN 52-2114207 | Advisory (Plan) | $17,171 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $10,200 |
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 | $34,454 | $78,419-56.1% | $133,978-74.3% | $73,412-53.1% |
| Participation rate | 98.3% | 78.6%+19.7pp | 79.8%+18.4pp | 72.2%+26.1pp |
| Annual return | 13.73% | 33.35%-19.6pp | 45.10%-31.4pp | 59.30%-45.6pp |
| Employer contribution / active EE | $1,687 | $2,044-17.4% | $3,919-56.9% | $2,234-24.5% |
| Participant deferral / active EE | $4,430 | $3,925+12.9% | $5,047-12.2% | $3,806+16.4% |
| Admin fee / account holder | $207 | $161+28.2% | $8,930-97.7% | $158+30.9% |