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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 | $63,433-26.9% | $63,803-27.4% | $64,097-27.7% |
| Participation rate | 59.3% | 65.0%-5.8pp | 72.7%-13.4pp | 55.2%+4.1pp |
| Annual return | 13.19% | 20.74%-7.6pp | 543.72%-530.5pp | 34.64%-21.5pp |
| Employer contribution / active EE | $909 | $2,332-61.0% | $2,532-64.1% | $1,891-51.9% |
| Participant deferral / active EE | $2,299 | $3,119-26.3% | $3,843-40.2% | $3,080-25.4% |
| Admin fee / account holder | $213 | $1,489-85.7% | $5,196-95.9% | $3,454-93.8% |