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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $14,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,355 | $73,459-36.9% | $178,528-74.0% | $74,429-37.7% |
| Participation rate | 50.7% | 66.5%-15.9pp | 77.1%-26.4pp | 67.2%-16.5pp |
| Annual return | 14.28% | 17.50%-3.2pp | 27.11%-12.8pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $2,218 | $2,2190% | $3,950-43.8% | $2,625-15.5% |
| Participant deferral / active EE | $4,106 | $4,515-9.1% | $6,278-34.6% | $4,348-5.6% |
| Admin fee / account holder | $491 | $1,812-72.9% | $10,419-95.3% | $1,944-74.7% |