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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $88,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,279 |
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 | $91,180 | $93,010-2.0% | $96,515-5.5% | $74,460+22.5% |
| Participation rate | 92.1% | 71.6%+20.6pp | 74.3%+17.8pp | 70.7%+21.4pp |
| Annual return | 21.46% | 37.50%-16.0pp | 35.73%-14.3pp | 34.38%-12.9pp |
| Employer contribution / active EE | $5,208 | $3,427+52.0% | $3,740+39.3% | $2,638+97.4% |
| Participant deferral / active EE | $12,666 | $3,971+219.0% | $4,880+159.6% | $4,530+179.6% |
| Admin fee / account holder | $262 | $633-58.7% | $6,735-96.1% | $348-24.8% |