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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $98,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75,479 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,670 | $106,236-32.5% | $112,263-36.2% | $64,824+10.6% |
| Participation rate | 91.9% | 71.7%+20.2pp | 75.1%+16.9pp | 71.5%+20.4pp |
| Annual return | -17.82% | -6.02%-11.8pp | 27.49%-45.3pp | 32.84%-50.7pp |
| Employer contribution / active EE | $4,580 | $3,167+44.6% | $3,636+26.0% | $2,507+82.7% |
| Participant deferral / active EE | $10,749 | $3,786+183.9% | $4,729+127.3% | $4,311+149.3% |
| Admin fee / account holder | $298 | $452-34.0% | $6,410-95.4% | $188+58.7% |