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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 | $48,337-35.7% | $67,560-54.0% | $80,959-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 21.17% | 18.26%+2.9pp | 3533.50%-3512.3pp | 35.67%-14.5pp |
| Employer contribution / active EE | $3,415 | $2,023+68.8% | $2,737+24.8% | $2,757+23.8% |
| Participant deferral / active EE | $6,735 | $2,928+130.0% | $4,004+68.2% | $4,300+56.6% |
| Admin fee / account holder | $187 | $3,695-94.9% | $3,994-95.3% | $6,925-97.3% |