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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTER MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $31,003 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,708 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,212 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
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.
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 | $86,277 | $54,245+59.0% | $93,727-7.9% | $77,762+11.0% |
| Participation rate | 52.2% | 63.9%-11.7pp | 68.7%-16.5pp | 70.6%-18.3pp |
| Annual return | 10.41% | 30.58%-20.2pp | 133.83%-123.4pp | 31.27%-20.9pp |
| Employer contribution / active EE | $944 | $1,168-19.1% | $2,421-61.0% | $2,728-65.4% |
| Participant deferral / active EE | $3,274 | $3,144+4.2% | $4,417-25.9% | $4,651-29.6% |
| Admin fee / account holder | $77 | $575-86.5% | $8,292-99.1% | $433-82.1% |