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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 | $89,435-42.5% | $164,975-68.8% | $77,714-33.8% |
| Participation rate | 91.9% | 78.6%+13.2pp | 78.6%+13.2pp | 70.6%+21.3pp |
| Annual return | 14.09% | 28.82%-14.7pp | 70.12%-56.0pp | 31.26%-17.2pp |
| Employer contribution / active EE | $1,638 | $2,563-36.1% | $4,343-62.3% | $2,727-39.9% |
| Participant deferral / active EE | $4,933 | $4,901+0.6% | $6,033-18.2% | $4,649+6.1% |
| Admin fee / account holder | $264 | $340-22.2% | $12,688-97.9% | $433-39.0% |