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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 55 · EIN 52-2114207 | Other Commissions | $30,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,212 |
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 | $48,955 | $52,884-7.4% | $84,753-42.2% | $55,167-11.3% |
| Participation rate | 90.5% | 67.5%+23.0pp | 76.6%+13.9pp | 69.0%+21.5pp |
| Annual return | 7.92% | 18.03%-10.1pp | 22.78%-14.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,432 | $2,233+8.9% | $3,574-32.0% | $1,963+23.9% |
| Participant deferral / active EE | $6,777 | $2,644+156.3% | $3,712+82.6% | $3,054+121.9% |
| Admin fee / account holder | $4 | $581-99.4% | $5,333-99.9% | $504-99.3% |