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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,640 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 | Insurance Broker | $21,125 |
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 | $94,947 | $91,198+4.1% | $178,503-46.8% | $79,856+18.9% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 17.93% | 24.20%-6.3pp | 151.12%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,011 | $3,257-38.2% | $5,011-59.9% | $2,471-18.6% |
| Participant deferral / active EE | $4,905 | $3,237+51.5% | $5,202-5.7% | $3,741+31.1% |
| Admin fee / account holder | $266 | $6,748-96.1% | $13,987-98.1% | $5,306-95.0% |