Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $48,314-35.6% | $67,561-54.0% | $80,925-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 21.17% | 18.28%+2.9pp | 3525.44%-3504.3pp | 35.65%-14.5pp |
| Employer contribution / active EE | $3,415 | $2,022+68.9% | $2,735+24.9% | $2,756+23.9% |
| Participant deferral / active EE | $6,735 | $2,927+130.1% | $4,003+68.3% | $4,299+56.7% |
| Admin fee / account holder | $187 | $3,690-94.9% | $4,006-95.3% | $6,940-97.3% |