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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,197 |
Filed as: NORTHWESTERN MUTUAL WM Service code 16 · EIN 39-2018056 | Consulting | $15,377 |
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 | $86,988 | $57,541+51.2% | $95,740-9.1% | $75,173+15.7% |
| Participation rate | 74.5% | 62.5%+12.0pp | 72.3%+2.2pp | 67.2%+7.3pp |
| Annual return | 19.12% | 34.93%-15.8pp | 28.41%-9.3pp | 160.72%-141.6pp |
| Employer contribution / active EE | $636 | $1,808-64.8% | $2,836-77.6% | $2,671-76.2% |
| Participant deferral / active EE | $3,594 | $3,074+16.9% | $4,244-15.3% | $4,126-12.9% |
| Admin fee / account holder | $88 | $4,099-97.9% | $5,676-98.4% | $5,651-98.4% |