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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,304 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $19,843 |
ADAMSBROWN LLC1 year Service code 10 PO BOX J · GREAT BEND, KS 67530 | Accounting | $12,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,932 | $30,107-43.8% | $61,501-72.5% | $64,824-73.9% |
| Participation rate | 67.9% | 36.4%+31.6pp | 52.6%+15.4pp | 71.5%-3.5pp |
| Annual return | -15.96% | -13.99%-2.0pp | 339.04%-355.0pp | 32.84%-48.8pp |
| Employer contribution / active EE | $163 | $537-69.7% | $1,160-86.0% | $2,507-93.5% |
| Participant deferral / active EE | $1,926 | $1,126+71.1% | $2,125-9.3% | $4,311-55.3% |
| Admin fee / account holder | $154 | $148+3.6% | $2,132-92.8% | $188-18.3% |