Filed September 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,381 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $5,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,750 | $48,750-65.6% | $88,946-81.2% | $74,304-77.5% |
| Participation rate | 53.5% | 44.5%+9.0pp | 68.8%-15.4pp | 60.3%-6.9pp |
| Annual return | 14.40% | 25.91%-11.5pp | 57.82%-43.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $645 | $1,255-48.6% | $2,555-74.7% | $2,241-71.2% |
| Participant deferral / active EE | $1,070 | $2,423-55.8% | $4,581-76.6% | $3,767-71.6% |
| Admin fee / account holder | $135 | $3,756-96.4% | $8,261-98.4% | $2,969-95.4% |