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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 | $45,119+30.0% | $85,126-31.1% | $74,429-21.2% |
| Participation rate | 51.2% | 49.4%+1.8pp | 67.5%-16.3pp | 67.2%-16.0pp |
| Annual return | 13.92% | 26.28%-12.4pp | 66.63%-52.7pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $813 | $1,460-44.4% | $2,731-70.2% | $2,625-69.0% |
| Participant deferral / active EE | $2,141 | $2,738-21.8% | $4,523-52.7% | $4,348-50.8% |
| Admin fee / account holder | $411 | $2,214-81.4% | $6,160-93.3% | $1,944-78.9% |