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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 | $115,404 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $25,988 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,443 | $82,188-72.7% | $125,391-82.1% | $64,824-65.4% |
| Participation rate | 95.1% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | -12.26% | 3.50%-15.8pp | 572.41%-584.7pp | 32.84%-45.1pp |
| Employer contribution / active EE | $1,986 | $3,617-45.1% | $4,816-58.8% | $2,507-20.8% |
| Participant deferral / active EE | $5,708 | $7,177-20.5% | $7,448-23.4% | $4,311+32.4% |
| Admin fee / account holder | $127 | $163-22.1% | $10,009-98.7% | $188-32.3% |