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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,331 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 | Insurance Broker | $14,678 |
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 | $69,888 | $52,967+31.9% | $172,753-59.5% | $65,186+7.2% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 22.42% | 30.12%-7.7pp | 803.00%-780.6pp | 29.39%-7.0pp |
| Employer contribution / active EE | $1,753 | $2,190-19.9% | $5,144-65.9% | $2,177-19.5% |
| Participant deferral / active EE | $4,497 | $2,471+82.0% | $5,198-13.5% | $3,514+28.0% |
| Admin fee / account holder | $214 | $472-54.6% | $13,956-98.5% | $847-74.7% |