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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 27 · EIN 52-2114207 | Advisory (Plan) | $5,401 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 61 · EIN 39-2018056 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,593 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,527 | $106,230-23.3% | $147,080-44.6% | $77,736+4.9% |
| Participation rate | 78.7% | 78.4%+0.3pp | 82.2%-3.5pp | 70.6%+8.1pp |
| Annual return | 12.17% | 56.91%-44.7pp | 420.17%-408.0pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,301 | $4,072-68.1% | $4,933-73.6% | $2,728-52.3% |
| Participant deferral / active EE | $4,097 | $8,001-48.8% | $8,066-49.2% | $4,651-11.9% |
| Admin fee / account holder | $7 | $338-97.9% | $12,989-99.9% | $433-98.4% |