Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,391 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $31,853 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,368 | $71,142-44.7% | $119,634-67.1% | $64,824-39.3% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.3%+19.8pp | 71.5%+27.6pp |
| Annual return | -13.67% | -10.01%-3.7pp | -14.98%+1.3pp | 32.84%-46.5pp |
| Employer contribution / active EE | $1,637 | $2,497-34.5% | $4,232-61.3% | $2,507-34.7% |
| Participant deferral / active EE | $4,741 | $4,490+5.6% | $5,601-15.3% | $4,311+10.0% |
| Admin fee / account holder | $235 | $162+45.1% | $10,329-97.7% | $188+25.3% |