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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP2 years Service code 13 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Contract Administrator | $11,229 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,066 |
Filed as: LARSON ALLEN LLP Service code 10 PO BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $5,145 |
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 | $32,449 | $86,949-62.7% | $102,460-68.3% | $80,959-59.9% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.7%+9.9pp |
| Annual return | 19.09% | 18.89%+0.2pp | 29.47%-10.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,360 | $2,370-42.6% | $3,025-55.0% | $2,757-50.7% |
| Participant deferral / active EE | $3,752 | $4,121-9.0% | $5,056-25.8% | $4,300-12.8% |
| Admin fee / account holder | $268 | $8,048-96.7% | $9,460-97.2% | $6,925-96.1% |