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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $30,623 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,267 |
THE FINWAY GROUP4 years Filed as: THE FINWAY GROUP LLC Service code 13 · EIN 42-1468222 5625 MILLS CIVIC PKWY, SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $8,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,669 | $45,123+30.0% | $85,240-31.2% | $74,478-21.2% |
| Participation rate | 51.2% | 49.4%+1.8pp | 67.5%-16.4pp | 67.2%-16.0pp |
| Annual return | 13.92% | 26.32%-12.4pp | 66.75%-52.8pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $813 | $1,459-44.3% | $2,735-70.3% | $2,626-69.1% |
| Participant deferral / active EE | $2,141 | $2,736-21.8% | $4,527-52.7% | $4,350-50.8% |
| Admin fee / account holder | $411 | $2,215-81.5% | $6,165-93.3% | $1,946-78.9% |