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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,277 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $19,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,341 | $64,705-28.4% | $62,929-26.4% | $67,986-31.8% |
| Participation rate | 59.3% | 65.6%-6.3pp | 73.1%-13.8pp | 57.2%+2.1pp |
| Annual return | 13.19% | 20.31%-7.1pp | 1063.93%-1050.7pp | 31.67%-18.5pp |
| Employer contribution / active EE | $909 | $2,376-61.7% | $2,505-63.7% | $2,019-54.9% |
| Participant deferral / active EE | $2,299 | $3,198-28.1% | $3,888-40.9% | $3,358-31.5% |
| Admin fee / account holder | $213 | $1,428-85.1% | $5,065-95.8% | $3,203-93.4% |