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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 27-0986391 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,160 |
Filed as: NORTHWEST MUTUAL WEALTH MGMT CO Service code 27 611 E WSICONSION AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,946 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,097 | $48,277-35.6% | $67,511-53.9% | $80,874-61.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 21.17% | 18.27%+2.9pp | 3517.41%-3496.2pp | 35.62%-14.4pp |
| Employer contribution / active EE | $3,415 | $2,021+68.9% | $2,733+25.0% | $2,756+23.9% |
| Participant deferral / active EE | $6,735 | $2,926+130.2% | $4,000+68.4% | $4,297+56.7% |
| Admin fee / account holder | $187 | $3,687-94.9% | $3,999-95.3% | $6,935-97.3% |