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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 55 · EIN 52-2114207 | Other Commissions | $28,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,445 |
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 | $50,470 | $50,4640% | $75,784-33.4% | $52,331-3.6% |
| Participation rate | 88.2% | 66.8%+21.4pp | 75.8%+12.3pp | 68.1%+20.1pp |
| Annual return | 2.67% | 1.03%+1.6pp | 9.68%-7.0pp | 4.54%-1.9pp |
| Employer contribution / active EE | $2,152 | $1,988+8.3% | $3,323-35.2% | $1,882+14.4% |
| Participant deferral / active EE | $6,496 | $2,570+152.7% | $3,652+77.9% | $3,022+114.9% |
| Admin fee / account holder | $5 | $1,103-99.5% | $5,300-99.9% | $592-99.1% |