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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $17,890 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,002 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,770 | $65,435-49.9% | $86,677-62.2% | $66,914-51.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -19.82% | -10.89%-8.9pp | 35.91%-55.7pp | 1.58%-21.4pp |
| Employer contribution / active EE | $2,882 | $2,153+33.8% | $2,836+1.6% | $2,544+13.3% |
| Participant deferral / active EE | $2,639 | $4,100-35.6% | $4,656-43.3% | $4,237-37.7% |
| Admin fee / account holder | $52 | $642-91.9% | $7,493-99.3% | $593-91.2% |