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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,018 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $33,741 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,962 | $91,372-48.6% | $130,045-63.9% | $74,460-36.9% |
| Participation rate | 99.0% | 77.8%+21.2pp | 78.5%+20.5pp | 70.7%+28.3pp |
| Annual return | 14.57% | 23.21%-8.6pp | -137.30%+151.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,778 | $2,563-30.6% | $4,321-58.9% | $2,638-32.6% |
| Participant deferral / active EE | $5,289 | $4,721+12.0% | $5,820-9.1% | $4,530+16.8% |
| Admin fee / account holder | $234 | $283-17.3% | $10,600-97.8% | $348-32.6% |