Filed January 25, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTEN MUTUAL WEALTH MGMT CO Service code 26 · EIN 39-2018056 720 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $84,912 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 15130 MAIN STREET SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $52,510 |
MATRIX TRUST COMPANY8 years Service code 19 · EIN 75-3182674 | Securities Custodian | $21,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,861 | $50,815-9.7% | $155,509-70.5% | $77,643-40.9% |
| Participation rate | 95.6% | 63.1%+32.5pp | 78.2%+17.4pp | 70.6%+25.0pp |
| Annual return | 14.75% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,412 | $1,993+71.2% | $4,672-27.0% | $2,726+25.2% |
| Participant deferral / active EE | $3,661 | $2,822+29.7% | $5,626-34.9% | $4,647-21.2% |
| Admin fee / account holder | $180 | $437-58.8% | $15,912-98.9% | $430-58.2% |