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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $37,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,057 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,988 | $60,545-0.9% | $92,240-35.0% | $69,631-13.8% |
| Participation rate | 89.0% | 72.2%+16.9pp | 76.5%+12.5pp | 70.7%+18.3pp |
| Annual return | 18.48% | 19.71%-1.2pp | 176.29%-157.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,236 | $2,633-15.1% | $3,680-39.2% | $2,032+10.0% |
| Participant deferral / active EE | $6,969 | $2,828+146.5% | $3,897+78.8% | $3,224+116.2% |
| Admin fee / account holder | $9 | $145-93.6% | $5,194-99.8% | $110-91.6% |