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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,655 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,273 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,120 | $45,123-53.2% | $85,240-75.2% | $74,478-71.6% |
| Participation rate | 56.8% | 49.4%+7.5pp | 67.5%-10.7pp | 67.2%-10.4pp |
| Annual return | 10.98% | 26.32%-15.3pp | 66.75%-55.8pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $570 | $1,459-60.9% | $2,735-79.2% | $2,626-78.3% |
| Participant deferral / active EE | $1,055 | $2,736-61.4% | $4,527-76.7% | $4,350-75.7% |
| Admin fee / account holder | $147 | $2,215-93.4% | $6,165-97.6% | $1,946-92.5% |