Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $134,052 |
Filed as: NORTHWESTERN MUTUAL INV Service code 33 · EIN 52-2114207 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,163 | $85,135-16.4% | $98,916-28.1% | $73,412-3.1% |
| Participation rate | 72.8% | 81.1%-8.4pp | 76.0%-3.3pp | 72.2%+0.6pp |
| Annual return | 13.46% | 19.14%-5.7pp | 196.45%-183.0pp | 59.30%-45.8pp |
| Employer contribution / active EE | $838 | $2,721-69.2% | $2,689-68.8% | $2,234-62.5% |
| Participant deferral / active EE | $3,811 | $4,349-12.4% | $4,245-10.2% | $3,806+0.2% |
| Admin fee / account holder | $174 | $139+24.8% | $6,642-97.4% | $158+10.1% |