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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,551 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $16,443 |
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 | $47,566 | $69,774-31.8% | $67,575-29.6% | $74,459-36.1% |
| Participation rate | 52.7% | 71.4%-18.7pp | 72.9%-20.3pp | 67.2%-14.6pp |
| Annual return | 19.41% | -40.53%+59.9pp | 3528.98%-3509.6pp | 1369.70%-1350.3pp |
| Employer contribution / active EE | $835 | $2,710-69.2% | $2,736-69.5% | $2,626-68.2% |
| Participant deferral / active EE | $2,336 | $3,636-35.8% | $4,003-41.6% | $4,350-46.3% |
| Admin fee / account holder | $217 | $890-75.6% | $3,993-94.6% | $1,945-88.9% |