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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,364 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $7,461 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $3,957 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
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 | $14,601 | $55,470-73.7% | $155,556-90.6% | $74,478-80.4% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.6pp | 67.2%+23.6pp |
| Annual return | 28.42% | 269.80%-241.4pp | 64.84%-36.4pp | 1370.56%-1342.1pp |
| Employer contribution / active EE | $1,303 | $2,267-42.5% | $4,675-72.1% | $2,626-50.4% |
| Participant deferral / active EE | $2,942 | $2,838+3.7% | $5,631-47.7% | $4,350-32.4% |
| Admin fee / account holder | $107 | $1,744-93.9% | $15,885-99.3% | $1,946-94.5% |