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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,983 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,893 |
Filed as: NORTHWESTERN MUTUAL LIFE INSURANCE Service code 56 · EIN 52-2114207 | Non-monetary compensation | $0 |
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 | $50,958 | $65,223-21.9% | $80,022-36.3% | $55,725-8.6% |
| Participation rate | 71.5% | 80.6%-9.0pp | 75.8%-4.3pp | 70.9%+0.7pp |
| Annual return | -1.80% | 7.59%-9.4pp | 11.22%-13.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $806 | $2,544-68.3% | $2,468-67.3% | $2,078-61.2% |
| Participant deferral / active EE | $3,068 | $3,881-20.9% | $3,686-16.8% | $3,356-8.6% |
| Admin fee / account holder | $51 | $114-55.0% | $6,521-99.2% | $115-55.3% |